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 | $74,264 |
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 | $31,239 | $107,378-70.9% | $108,579-71.2% | $57,658-45.8% |
| Participation rate | 96.7% | 77.1%+19.6pp | 79.6%+17.1pp | 70.2%+26.5pp |
| Annual return | 7.41% | 12.80%-5.4pp | -51.70%+59.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,661 | $1,782+49.3% | $3,758-29.2% | $1,974+34.8% |
| Participant deferral / active EE | $3,983 | $3,221+23.7% | $4,311-7.6% | $3,061+30.1% |
| Admin fee / account holder | $215 | $108+98.5% | $7,645-97.2% | $95+127.8% |