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 9-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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $122,446 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,500 |
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 | $53,799 | $127,481-57.8% | $149,696-64.1% | $90,288-40.4% |
| Participation rate | 89.8% | 78.2%+11.6pp | 82.5%+7.3pp | 73.4%+16.5pp |
| Annual return | 15.71% | 57.78%-42.1pp | 276.60%-260.9pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,080 | $3,448-68.7% | $4,644-76.7% | $2,524-57.2% |
| Participant deferral / active EE | $3,978 | $6,975-43.0% | $6,842-41.9% | $4,232-6.0% |
| Admin fee / account holder | $117 | $152-23.0% | $9,309-98.7% | $114+2.4% |