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.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $35,031 |
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 | $24,766 | $54,320-54.4% | $67,652-63.4% | $52,331-52.7% |
| Participation rate | 95.2% | 73.6%+21.6pp | 75.7%+19.5pp | 68.1%+27.1pp |
| Annual return | 0.18% | 6.81%-6.6pp | 6625.04%-6624.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,088 | $1,544-29.5% | $2,266-52.0% | $1,882-42.2% |
| Participant deferral / active EE | $2,128 | $2,950-27.9% | $3,560-40.2% | $3,022-29.6% |
| Admin fee / account holder | $170 | $527-67.7% | $4,821-96.5% | $592-71.2% |