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.2+ years Service code 62 · EIN 94-1347393 | Float revenue; Recordkeeping fees | $0 |
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 | $99,392 | $107,378-7.4% | $108,579-8.5% | $57,658+72.4% |
| Participation rate | 90.6% | 77.1%+13.5pp | 79.6%+11.1pp | 70.2%+20.4pp |
| Annual return | 6.63% | 12.80%-6.2pp | -51.70%+58.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $3,301 | $1,782+85.3% | $3,758-12.2% | $1,974+67.3% |
| Participant deferral / active EE | $2,257 | $3,221-29.9% | $4,311-47.6% | $3,061-26.2% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |