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 | $44,344 |
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 | $93,106 | $74,089+25.7% | $133,980-30.5% | $55,167+68.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 3.92% | 12.11%-8.2pp | 29.30%-25.4pp | 169.23%-165.3pp |
| Employer contribution / active EE | $4,046 | $3,064+32.1% | $5,211-22.4% | $1,963+106.2% |
| Participant deferral / active EE | $6,023 | $4,678+28.7% | $6,282-4.1% | $3,054+97.2% |
| Admin fee / account holder | $209 | $458-54.3% | $9,324-97.8% | $504-58.5% |