Filed January 6, 2021
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.5+ years Service code 15 · EIN 94-1347393 201 S. JEFFERSON ST · ROANOKE, VA 24011 | Recordkeeping | $40,978 |
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 | $145,131 | $103,685+40.0% | $105,387+37.7% | $65,185+122.6% |
| Participation rate | 99.0% | 83.2%+15.8pp | 82.6%+16.5pp | 70.2%+28.8pp |
| Annual return | 22.05% | 23.88%-1.8pp | 26.82%-4.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $3,497 | $3,842-9.0% | $4,213-17.0% | $2,177+60.7% |
| Participant deferral / active EE | $5,103 | $5,634-9.4% | $5,502-7.2% | $3,514+45.2% |
| Admin fee / account holder | $230 | $399-42.2% | $6,559-96.5% | $847-72.8% |