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 Service code 15 · EIN 94-1347393 | Recordkeeping | $37,246 |
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 | $43,864 | $43,423+1.0% | $78,689-44.3% | $55,167-20.5% |
| Participation rate | 88.6% | 68.0%+20.6pp | 73.6%+15.1pp | 69.0%+19.6pp |
| Annual return | 7.21% | 11.53%-4.3pp | 62.18%-55.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,316 | $1,997+16.0% | $2,851-18.8% | $1,963+18.0% |
| Participant deferral / active EE | $4,725 | $2,509+88.3% | $3,517+34.4% | $3,054+54.7% |
| Admin fee / account holder | $134 | $416-67.7% | $4,510-97.0% | $504-73.3% |