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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $138,643 |
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 | $80,456 | $73,404+9.6% | $87,100-7.6% | $67,579+19.1% |
| Participation rate | 95.0% | 80.9%+14.2pp | 76.9%+18.1pp | 71.3%+23.7pp |
| Annual return | 26.73% | 48.29%-21.6pp | 28.19%-1.5pp | 378.56%-351.8pp |
| Employer contribution / active EE | $1,304 | $2,014-35.2% | $2,521-48.3% | $2,148-39.3% |
| Participant deferral / active EE | $5,298 | $3,913+35.4% | $4,049+30.9% | $3,539+49.7% |
| Admin fee / account holder | $178 | $142+25.7% | $7,497-97.6% | $142+25.1% |