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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,207 |
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 | $70,590 | $80,753-12.6% | $136,294-48.2% | $62,292+13.3% |
| Participation rate | 95.2% | 73.5%+21.6pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 18.22% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $5,506 | $2,884+90.9% | $4,695+17.3% | $2,042+169.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $72 | $525-86.2% | $9,243-99.2% | $479-84.9% |