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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $87,480 |
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 | $24,570 | $51,288-52.1% | $81,983-70.0% | $73,409-66.5% |
| Participation rate | 93.0% | 64.0%+29.0pp | 69.2%+23.7pp | 72.2%+20.8pp |
| Annual return | 14.92% | 29.48%-14.6pp | 41.31%-26.4pp | 59.29%-44.4pp |
| Employer contribution / active EE | $445 | $1,487-70.1% | $2,498-82.2% | $2,234-80.1% |
| Participant deferral / active EE | $2,145 | $2,715-21.0% | $3,722-42.4% | $3,805-43.6% |
| Admin fee / account holder | $93 | $125-26.0% | $5,664-98.4% | $158-41.3% |