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 | $8,956 |
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 | $31,753 | $66,310-52.1% | $93,606-66.1% | $65,185-51.3% |
| Participation rate | 95.5% | 74.0%+21.5pp | 75.8%+19.7pp | 70.2%+25.3pp |
| Annual return | 20.85% | 42.58%-21.7pp | 32.76%-11.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $3,644 | $2,012+81.1% | $2,718+34.1% | $2,177+67.4% |
| Participant deferral / active EE | $3,418 | $3,342+2.3% | $4,069-16.0% | $3,514-2.7% |
| Admin fee / account holder | $46 | $6,897-99.3% | $7,888-99.4% | $847-94.6% |