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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $166,365 |
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 | $64,832 | $62,543+3.7% | $83,333-22.2% | $55,725+16.3% |
| Participation rate | 94.9% | 78.4%+16.5pp | 77.8%+17.1pp | 70.9%+24.0pp |
| Annual return | -5.33% | 14.85%-20.2pp | 10.63%-16.0pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,216 | $2,427-49.9% | $3,379-64.0% | $2,078-41.5% |
| Participant deferral / active EE | $4,843 | $5,682-14.8% | $5,565-13.0% | $3,356+44.3% |
| Admin fee / account holder | $219 | $103+112.8% | $7,510-97.1% | $115+90.6% |