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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $35,104 |
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 | $27,735 | $63,905-56.6% | $74,183-62.6% | $57,658-51.9% |
| Participation rate | 91.4% | 79.8%+11.7pp | 76.6%+14.8pp | 70.2%+21.2pp |
| Annual return | 6.89% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $994 | $1,840-46.0% | $2,370-58.1% | $1,974-49.6% |
| Participant deferral / active EE | $1,944 | $3,448-43.6% | $3,550-45.2% | $3,061-36.5% |
| Admin fee / account holder | $165 | $91+80.8% | $5,586-97.1% | $95+74.2% |