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 year Filed as: WELLSFARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $72,442 |
MORNINGSTAR3+ years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,464 |
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 | $32,268 | $44,059-26.8% | $71,671-55.0% | $69,631-53.7% |
| Participation rate | 81.1% | 60.8%+20.3pp | 68.7%+12.3pp | 70.7%+10.4pp |
| Annual return | 14.33% | 21.97%-7.6pp | 20.65%-6.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $301 | $1,305-76.9% | $2,460-87.7% | $2,032-85.2% |
| Participant deferral / active EE | $2,206 | $2,370-6.9% | $3,438-35.8% | $3,224-31.6% |
| Admin fee / account holder | $120 | $108+11.4% | $5,558-97.8% | $110+8.6% |