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.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $41,704 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,567 |
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 | $30,085 | $74,024-59.4% | $77,999-61.4% | $57,658-47.8% |
| Participation rate | 93.7% | 79.7%+14.0pp | 75.5%+18.2pp | 70.2%+23.5pp |
| Annual return | 7.70% | 12.14%-4.4pp | 425.96%-418.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,388 | $2,365-41.3% | $2,470-43.8% | $1,974-29.7% |
| Participant deferral / active EE | $2,852 | $3,533-19.3% | $3,497-18.4% | $3,061-6.8% |
| Admin fee / account holder | $118 | $93+26.7% | $5,480-97.8% | $95+24.9% |