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 | $3,249 |
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 | $50,980 | $67,606-24.6% | $82,313-38.1% | $70,131-27.3% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 15.88% | 21.57%-5.7pp | 25.88%-10.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,563 | $1,755+160.0% | $2,428+87.9% | $2,342+94.8% |
| Participant deferral / active EE | $2,891 | $2,987-3.2% | $3,706-22.0% | $3,332-13.2% |
| Admin fee / account holder | $166 | $4,512-96.3% | $5,608-97.0% | $4,645-96.4% |