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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,621 |
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 | $47,112 | $62,586-24.7% | $76,768-38.6% | $64,186-26.6% |
| Participation rate | 91.3% | 72.8%+18.5pp | 77.0%+14.3pp | 69.6%+21.7pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,761 | $1,832+159.9% | $2,485+91.6% | $2,381+100.0% |
| Participant deferral / active EE | $2,981 | $3,145-5.2% | $3,852-22.6% | $3,470-14.1% |
| Admin fee / account holder | $190 | $4,667-95.9% | $6,675-97.2% | $4,888-96.1% |