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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $52,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,834 | $136,307+6.3% | $177,821-18.6% | $73,488+97.1% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.7%+11.0pp | 70.7%+28.0pp |
| Annual return | 16.77% | 18.68%-1.9pp | 48.32%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $4,974 | $3,712+34.0% | $5,918-16.0% | $2,270+119.1% |
| Participant deferral / active EE | $6,618 | $5,829+13.5% | $7,714-14.2% | $3,740+77.0% |
| Admin fee / account holder | $247 | $596-58.5% | $12,427-98.0% | $513-51.8% |