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.6+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $16,780 |
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 | $46,008 | $66,124-30.4% | $90,404-49.1% | $73,488-37.4% |
| Participation rate | 94.3% | 69.7%+24.7pp | 72.7%+21.7pp | 70.7%+23.7pp |
| Annual return | 11.42% | 17.65%-6.2pp | 1293.02%-1281.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,769 | $2,346-24.6% | $3,262-45.8% | $2,270-22.1% |
| Participant deferral / active EE | $2,519 | $3,039-17.1% | $3,963-36.5% | $3,740-32.7% |
| Admin fee / account holder | $117 | $396-70.6% | $5,611-97.9% | $513-77.3% |