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 | $103,047 |
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 | $69,591 | $65,592+6.1% | $90,160-22.8% | $69,631-0.1% |
| Participation rate | 96.3% | 77.6%+18.7pp | 76.9%+19.5pp | 70.7%+25.6pp |
| Annual return | 21.67% | 57.10%-35.4pp | 34.88%-13.2pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $1,260 | $2,193-42.6% | $3,318-62.0% | $2,032-38.0% |
| Participant deferral / active EE | $4,502 | $5,257-14.4% | $5,288-14.9% | $3,224+39.7% |
| Admin fee / account holder | $138 | $86+61.4% | $5,943-97.7% | $110+25.2% |