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 | $86,874 |
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 | $19,157 | $44,059-56.5% | $71,671-73.3% | $69,631-72.5% |
| Participation rate | 84.9% | 60.8%+24.1pp | 68.7%+16.2pp | 70.7%+14.2pp |
| Annual return | 15.92% | 21.97%-6.0pp | 20.65%-4.7pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $214 | $1,305-83.6% | $2,460-91.3% | $2,032-89.4% |
| Participant deferral / active EE | $1,424 | $2,370-39.9% | $3,438-58.6% | $3,224-55.8% |
| Admin fee / account holder | $96 | $108-10.4% | $5,558-98.3% | $110-12.7% |