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 | $4,676 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,013 | $107,378-96.3% | $108,579-96.3% | $57,658-93.0% |
| Participation rate | 74.3% | 77.1%-2.8pp | 79.6%-5.2pp | 70.2%+4.1pp |
| Annual return | 5.59% | 12.80%-7.2pp | -51.70%+57.3pp | 5.13%+0.5pp |
| Employer contribution / active EE | $815 | $1,782-54.2% | $3,758-78.3% | $1,974-58.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $11 | $108-90.0% | $7,645-99.9% | $95-88.5% |