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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,052 |
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 | $9,824 | $62,267-84.2% | $110,238-91.1% | $55,725-82.4% |
| Participation rate | 85.9% | 78.1%+7.8pp | 79.8%+6.1pp | 70.9%+15.0pp |
| Annual return | -4.80% | -1.07%-3.7pp | 314.74%-319.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $924 | $1,941-52.4% | $3,826-75.9% | $2,078-55.6% |
| Participant deferral / active EE | $645 | $3,516-81.7% | $4,672-86.2% | $3,356-80.8% |
| Admin fee / account holder | $28 | $121-77.2% | $8,547-99.7% | $115-76.0% |