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 | $4,791 |
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 | $44,579 | $60,165-25.9% | $74,183-39.9% | $55,167-19.2% |
| Participation rate | 85.6% | 74.2%+11.5pp | 76.6%+9.0pp | 69.0%+16.6pp |
| Annual return | 9.26% | 10.00%-0.7pp | 17.74%-8.5pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,433 | $1,600-10.4% | $2,370-39.5% | $1,963-27.0% |
| Participant deferral / active EE | $2,328 | $2,973-21.7% | $3,550-34.4% | $3,054-23.8% |
| Admin fee / account holder | $148 | $419-64.8% | $5,586-97.4% | $504-70.7% |