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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $43,746 |
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 | $154,613 | $118,971+30.0% | $112,977+36.9% | $73,488+110.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 13.63% | 17.79%-4.2pp | 24.24%-10.6pp | 28.51%-14.9pp |
| Employer contribution / active EE | $4,017 | $4,091-1.8% | $4,255-5.6% | $2,270+77.0% |
| Participant deferral / active EE | $5,942 | $6,133-3.1% | $5,836+1.8% | $3,740+58.9% |
| Admin fee / account holder | $241 | $573-58.0% | $6,294-96.2% | $513-53.1% |