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 year Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $42,783 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,203 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $47,092 | $69,362-32.1% | $101,248-53.5% | $73,488-35.9% |
| Participation rate | 75.5% | 68.4%+7.1pp | 75.8%-0.3pp | 70.7%+4.8pp |
| Annual return | 18.15% | 18.46%-0.3pp | 46.47%-28.3pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,983 | $2,628+13.5% | $3,660-18.5% | $2,270+31.4% |
| Participant deferral / active EE | $3,293 | $3,300-0.2% | $4,370-24.6% | $3,740-11.9% |
| Admin fee / account holder | $195 | $704-72.3% | $5,945-96.7% | $513-62.0% |