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 | $11,314 |
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 | $35,020 | $43,423-19.4% | $78,689-55.5% | $55,167-36.5% |
| Participation rate | 91.7% | 68.0%+23.7pp | 73.6%+18.2pp | 69.0%+22.7pp |
| Annual return | 7.02% | 11.53%-4.5pp | 62.18%-55.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,487 | $1,997-25.5% | $2,851-47.8% | $1,963-24.2% |
| Participant deferral / active EE | $1,914 | $2,509-23.7% | $3,517-45.6% | $3,054-37.3% |
| Admin fee / account holder | $114 | $416-72.7% | $4,510-97.5% | $504-77.4% |