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 | $76,585 |
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 | $55,306 | $56,640-2.4% | $80,975-31.7% | $57,658-4.1% |
| Participation rate | 90.8% | 75.9%+14.9pp | 75.8%+14.9pp | 70.2%+20.5pp |
| Annual return | 6.79% | 19.97%-13.2pp | 17.10%-10.3pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,076 | $2,085-48.4% | $3,714-71.0% | $1,974-45.5% |
| Participant deferral / active EE | $3,755 | $4,944-24.0% | $5,696-34.1% | $3,061+22.7% |
| Admin fee / account holder | $103 | $87+18.2% | $5,516-98.1% | $95+8.9% |