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 | $137,197 |
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 | $140,399 | $65,592+114.1% | $90,160+55.7% | $69,631+101.6% |
| Participation rate | 72.6% | 77.6%-5.1pp | 76.9%-4.3pp | 70.7%+1.9pp |
| Annual return | 16.49% | 57.10%-40.6pp | 34.88%-18.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $5,395 | $2,193+146.0% | $3,318+62.6% | $2,032+165.5% |
| Participant deferral / active EE | $3,419 | $5,257-35.0% | $5,288-35.3% | $3,224+6.0% |
| Admin fee / account holder | $183 | $86+113.5% | $5,943-96.9% | $110+65.6% |