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 1525 WEST WT HARRIS BLVD, 3C5 · CHARLOTTE, NC 28288 | Recordkeeping | $48,333 |
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 | $78,417 | $54,320+44.4% | $67,652+15.9% | $52,331+49.9% |
| Participation rate | 95.2% | 73.6%+21.6pp | 75.7%+19.5pp | 68.1%+27.1pp |
| Annual return | -0.16% | 6.81%-7.0pp | 6625.04%-6625.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,984 | $1,544+28.5% | $2,266-12.4% | $1,882+5.4% |
| Participant deferral / active EE | $3,268 | $2,950+10.8% | $3,560-8.2% | $3,022+8.1% |
| Admin fee / account holder | $275 | $527-47.8% | $4,821-94.3% | $592-53.5% |