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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,312 | $89,739+21.8% | $149,718-27.0% | $62,292+75.5% |
| Participation rate | 95.0% | 85.1%+9.9pp | 87.1%+8.0pp | 69.5%+25.5pp |
| Annual return | 15.69% | 21.01%-5.3pp | 1501.63%-1485.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $4,268 | $3,233+32.0% | $5,445-21.6% | $2,042+109.0% |
| Participant deferral / active EE | $6,358 | $4,797+32.5% | $6,569-3.2% | $3,169+100.6% |
| Admin fee / account holder | $238 | $551-56.8% | $11,283-97.9% | $479-50.3% |