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 | $925 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,030 | $73,404-30.5% | $87,100-41.4% | $67,579-24.5% |
| Participation rate | 94.5% | 80.9%+13.6pp | 76.9%+17.6pp | 71.3%+23.2pp |
| Annual return | 17.22% | 48.29%-31.1pp | 28.19%-11.0pp | 378.56%-361.3pp |
| Employer contribution / active EE | $3,769 | $2,014+87.2% | $2,521+49.5% | $2,148+75.5% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $2 | $142-98.6% | $7,497-100.0% | $142-98.7% |