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.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $22,557 |
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 | $36,886 | $44,873-17.8% | $79,464-53.6% | $56,287-34.5% |
| Participation rate | 90.8% | 68.7%+22.1pp | 73.3%+17.5pp | 69.9%+21.0pp |
| Annual return | -3.34% | 0.81%-4.2pp | 718.14%-721.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,760 | $2,140-17.7% | $2,800-37.1% | $2,111-16.6% |
| Participant deferral / active EE | $2,177 | $2,746-20.7% | $3,704-41.2% | $3,350-35.0% |
| Admin fee / account holder | $183 | $418-56.3% | $5,113-96.4% | $521-64.9% |