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 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 | $111,114 | $71,666+55.0% | $117,854-5.7% | $69,631+59.6% |
| Participation rate | 93.6% | 77.5%+16.1pp | 79.7%+14.0pp | 70.7%+22.9pp |
| Annual return | 14.85% | 18.86%-4.0pp | 335.08%-320.2pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $3,867 | $1,889+104.7% | $3,786+2.1% | $2,032+90.3% |
| Participant deferral / active EE | $2,494 | $3,340-25.3% | $4,482-44.4% | $3,224-22.6% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |