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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $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 | $42,648 | $75,828-43.8% | $67,652-37.0% | - |
| Participation rate | 88.9% | 68.4%+20.5pp | 75.7%+13.2pp | - |
| Annual return | -1.76% | -0.25%-1.5pp | 6625.04%-6626.8pp | - |
| Employer contribution / active EE | $4,085 | $1,407+190.4% | $2,266+80.3% | - |
| Participant deferral / active EE | $2,486 | $2,505-0.7% | $3,560-30.2% | - |
| Admin fee / account holder | $151 | $8,125-98.1% | $4,821-96.9% | - |