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 9-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 | $108,599 |
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 | $108,184 | $78,419+38.0% | $133,956-19.2% | $73,409+47.4% |
| Participation rate | 98.3% | 78.6%+19.8pp | 79.8%+18.5pp | 72.2%+26.2pp |
| Annual return | 13.59% | 33.35%-19.8pp | 45.09%-31.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $4,708 | $2,044+130.4% | $3,919+20.1% | $2,234+110.8% |
| Participant deferral / active EE | $6,132 | $3,925+56.2% | $5,048+21.5% | $3,805+61.1% |
| Admin fee / account holder | $255 | $161+57.8% | $8,927-97.1% | $158+61.2% |