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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,084 |
Participant contribution per participant 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 | $10,919 | $71,666-84.8% | $117,854-90.7% | $69,631-84.3% |
| Participation rate | 90.4% | 77.5%+12.9pp | 79.7%+10.8pp | 70.7%+19.7pp |
| Annual return | 15.62% | 18.86%-3.2pp | 335.08%-319.5pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $919 | $1,889-51.3% | $3,786-75.7% | $2,032-54.8% |
| Participant deferral / active EE | $562 | $3,340-83.2% | $4,482-87.5% | $3,224-82.6% |
| Admin fee / account holder | $42 | $120-65.2% | $8,020-99.5% | $110-62.1% |