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 | $22,943 |
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 | $29,696 | $85,766-65.4% | $136,294-78.2% | $70,131-57.7% |
| Participation rate | 82.5% | 74.2%+8.3pp | 81.9%+0.6pp | 69.5%+13.0pp |
| Annual return | 19.68% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,831 | $5,051+15.4% | $6,247-6.7% | $3,332+75.0% |
| Admin fee / account holder | $133 | $5,420-97.6% | $9,243-98.6% | $4,645-97.1% |