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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,756 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,878 | $58,083-64.1% | $80,019-73.9% | $56,287-62.9% |
| Participation rate | 95.5% | 73.6%+21.9pp | 75.8%+19.7pp | 69.9%+25.7pp |
| Annual return | -7.09% | 34.61%-41.7pp | 11.22%-18.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $3,314 | $1,932+71.5% | $2,468+34.3% | $2,111+57.0% |
| Participant deferral / active EE | $3,089 | $3,135-1.5% | $3,686-16.2% | $3,350-7.8% |
| Admin fee / account holder | $34 | $623-94.5% | $6,521-99.5% | $521-93.4% |