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 | $84,152 |
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 | $34,475 | $71,666-51.9% | $117,854-70.7% | $69,631-50.5% |
| Participation rate | 98.2% | 77.5%+20.7pp | 79.7%+18.6pp | 70.7%+27.5pp |
| Annual return | 16.57% | 18.86%-2.3pp | 335.08%-318.5pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,558 | $1,889+35.4% | $3,786-32.4% | $2,032+25.9% |
| Participant deferral / active EE | $3,846 | $3,340+15.2% | $4,482-14.2% | $3,224+19.3% |
| Admin fee / account holder | $212 | $120+76.4% | $8,020-97.4% | $110+92.2% |