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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,258 |
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 | $29,705 | $72,177-58.8% | $115,037-74.2% | $59,632-50.2% |
| Participation rate | 97.8% | 72.6%+25.2pp | 81.4%+16.4pp | 68.7%+29.1pp |
| Annual return | 0.15% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $2,308 | $2,841-18.8% | $4,608-49.9% | $2,203+4.8% |
| Participant deferral / active EE | $2,375 | $4,783-50.3% | $6,026-60.6% | $3,192-25.6% |
| Admin fee / account holder | $230 | $4,927-95.3% | $8,175-97.2% | $4,297-94.6% |