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.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $12,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,265 | $70,908-46.0% | $98,907-61.3% | $73,488-47.9% |
| Participation rate | 96.2% | 73.8%+22.4pp | 76.0%+20.2pp | 70.7%+25.5pp |
| Annual return | 14.13% | 34.17%-20.0pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $3,645 | $2,036+79.0% | $2,689+35.6% | $2,270+60.6% |
| Participant deferral / active EE | $3,780 | $3,500+8.0% | $4,244-10.9% | $3,740+1.1% |
| Admin fee / account holder | $65 | $535-87.9% | $6,642-99.0% | $513-87.4% |