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.5+ years Filed as: WELLS FARGO BANK, NATIONAL ASSOC. Service code 18 1525 W W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Trustee (bank, trust company, or simi... | $36,614 |
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 | $47,191 | $49,138-4.0% | $84,015-43.8% | $65,185-27.6% |
| Participation rate | 98.0% | 60.7%+37.2pp | 69.0%+29.0pp | 70.2%+27.8pp |
| Annual return | 19.52% | 23.00%-3.5pp | 71.31%-51.8pp | 29.38%-9.9pp |
| Employer contribution / active EE | $428 | $914-53.1% | $1,983-78.4% | $2,177-80.3% |
| Participant deferral / active EE | $4,249 | $2,397+77.2% | $3,239+31.2% | $3,514+20.9% |
| Admin fee / account holder | $153 | $543-71.9% | $6,101-97.5% | $847-82.0% |