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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $88,610 |
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 | $39,837 | $107,378-62.9% | $108,579-63.3% | $57,658-30.9% |
| Participation rate | 88.1% | 77.1%+11.0pp | 79.6%+8.5pp | 70.2%+17.8pp |
| Annual return | 8.12% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,374 | $1,782-22.9% | $3,758-63.4% | $1,974-30.4% |
| Participant deferral / active EE | $2,570 | $3,221-20.2% | $4,311-40.4% | $3,061-16.0% |
| Admin fee / account holder | $173 | $108+59.8% | $7,645-97.7% | $95+83.4% |