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 | $49,648 |
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 | $47,256 | $63,905-26.1% | $74,183-36.3% | $57,658-18.0% |
| Participation rate | 98.0% | 79.8%+18.3pp | 76.6%+21.4pp | 70.2%+27.8pp |
| Annual return | 7.17% | 60.60%-53.4pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,440 | $1,840-21.8% | $2,370-39.2% | $1,974-27.0% |
| Participant deferral / active EE | $3,744 | $3,448+8.6% | $3,550+5.5% | $3,061+22.3% |
| Admin fee / account holder | $166 | $91+82.3% | $5,586-97.0% | $95+75.6% |