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 | Recordkeeping | $94,237 |
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 | $48,520 | $73,404-33.9% | $87,100-44.3% | $67,579-28.2% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.9%+20.5pp | 71.3%+26.1pp |
| Annual return | 20.23% | 48.29%-28.1pp | 28.19%-8.0pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,594 | $2,014-20.8% | $2,521-36.8% | $2,148-25.8% |
| Participant deferral / active EE | $3,369 | $3,913-13.9% | $4,049-16.8% | $3,539-4.8% |
| Admin fee / account holder | $81 | $142-43.0% | $7,497-98.9% | $142-43.2% |