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 Service code 15 · EIN 94-1347393 | Recordkeeping | $48,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,546 | $79,523+20.1% | $140,016-31.8% | $56,287+69.7% |
| Participation rate | 96.3% | 85.7%+10.5pp | 87.5%+8.8pp | 69.9%+26.4pp |
| Annual return | -4.53% | 2.39%-6.9pp | 651.12%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $4,521 | $3,350+35.0% | $5,606-19.3% | $2,111+114.2% |
| Participant deferral / active EE | $6,045 | $5,129+17.9% | $6,927-12.7% | $3,350+80.5% |
| Admin fee / account holder | $232 | $614-62.3% | $10,705-97.8% | $521-55.6% |