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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $24,406 |
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 | $49,226 | $72,770-32.4% | $67,652-27.2% | $55,191-10.8% |
| Participation rate | 94.5% | 78.8%+15.7pp | 75.7%+18.8pp | 69.2%+25.3pp |
| Annual return | 0.02% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,162 | $1,769+22.2% | $2,266-4.6% | $1,899+13.9% |
| Participant deferral / active EE | $3,207 | $3,408-5.9% | $3,560-9.9% | $3,046+5.3% |
| Admin fee / account holder | $184 | $79+133.4% | $4,821-96.2% | $91+102.6% |