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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,078 |
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 | $13,738 | $69,159-80.1% | $125,175-89.0% | $67,579-79.7% |
| Participation rate | 83.6% | 78.2%+5.4pp | 79.8%+3.9pp | 71.3%+12.4pp |
| Annual return | 18.86% | 27.12%-8.3pp | 43.79%-24.9pp | 378.56%-359.7pp |
| Employer contribution / active EE | $884 | $2,023-56.3% | $3,865-77.1% | $2,148-58.8% |
| Participant deferral / active EE | $738 | $3,700-80.1% | $4,937-85.1% | $3,539-79.2% |
| Admin fee / account holder | $40 | $142-71.8% | $9,702-99.6% | $142-71.9% |