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 | $13,107 |
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 | $34,691 | $41,854-17.1% | $73,843-53.0% | $52,331-33.7% |
| Participation rate | 92.9% | 66.2%+26.7pp | 73.4%+19.5pp | 68.1%+24.8pp |
| Annual return | -0.74% | 2.11%-2.9pp | 2267.84%-2268.6pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,727 | $1,920-10.1% | $2,787-38.0% | $1,882-8.2% |
| Participant deferral / active EE | $2,197 | $2,498-12.0% | $3,583-38.7% | $3,022-27.3% |
| Admin fee / account holder | $162 | $493-67.1% | $4,880-96.7% | $592-72.6% |