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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,260 |
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 | $83,564 | $70,002+19.4% | $115,037-27.4% | $52,331+59.7% |
| Participation rate | 98.0% | 72.1%+25.9pp | 81.4%+16.6pp | 68.1%+29.9pp |
| Annual return | 2.46% | 4.04%-1.6pp | 26.14%-23.7pp | 4.54%-2.1pp |
| Employer contribution / active EE | $2,945 | $2,715+8.5% | $4,608-36.1% | $1,882+56.5% |
| Participant deferral / active EE | $6,405 | $4,920+30.2% | $6,026+6.3% | $3,022+112.0% |
| Admin fee / account holder | $249 | $566-55.9% | $8,175-96.9% | $592-57.8% |