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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,026 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,111 | $100,801+24.1% | $149,696-16.4% | $73,409+70.4% |
| Participation rate | 94.6% | 77.7%+16.9pp | 82.5%+12.2pp | 72.2%+22.5pp |
| Annual return | 12.77% | 265.34%-252.6pp | 276.60%-263.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $3,327 | $3,312+0.5% | $4,644-28.4% | $2,234+49.0% |
| Participant deferral / active EE | $6,505 | $6,404+1.6% | $6,842-4.9% | $3,805+70.9% |
| Admin fee / account holder | $271 | $181+49.7% | $9,309-97.1% | $158+71.4% |