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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,851 |
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 | $26,079 | $52,681-50.5% | $75,781-65.6% | $59,632-56.3% |
| Participation rate | 90.3% | 67.2%+23.1pp | 75.8%+14.5pp | 68.7%+21.7pp |
| Annual return | -0.72% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,075 | $2,193-51.0% | $3,323-67.6% | $2,203-51.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $108 | $3,610-97.0% | $5,299-98.0% | $4,297-97.5% |