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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $65,560 |
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 | $27,875 | $57,096-51.2% | $94,224-70.4% | $55,191-49.5% |
| Participation rate | 97.3% | 75.7%+21.6pp | 78.8%+18.5pp | 69.2%+28.1pp |
| Annual return | 1.26% | 159.65%-158.4pp | 10.68%-9.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,537 | $1,708+48.6% | $3,587-29.3% | $1,899+33.6% |
| Participant deferral / active EE | $3,641 | $3,165+15.0% | $4,320-15.7% | $3,046+19.5% |
| Admin fee / account holder | $217 | $89+142.9% | $6,269-96.5% | $91+138.8% |