See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,327 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,506 | $73,638-21.9% | $95,952-40.1% | $73,488-21.7% |
| Participation rate | 74.0% | 76.2%-2.2pp | 77.1%-3.1pp | 70.7%+3.3pp |
| Annual return | 13.13% | 16.78%-3.7pp | 91.61%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,424 | $1,863+30.1% | $2,541-4.6% | $2,270+6.8% |
| Participant deferral / active EE | $3,018 | $3,617-16.6% | $4,167-27.6% | $3,740-19.3% |
| Admin fee / account holder | $131 | $482-72.7% | $6,795-98.1% | $513-74.4% |