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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $69,771 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,608 | $59,186-2.7% | $76,768-25.0% | $56,287+2.3% |
| Participation rate | 87.3% | 75.2%+12.1pp | 77.0%+10.3pp | 69.9%+17.4pp |
| Annual return | -4.93% | 6.62%-11.5pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,487 | $1,759+41.4% | $2,485+0.1% | $2,111+17.8% |
| Participant deferral / active EE | $1,287 | $3,255-60.5% | $3,852-66.6% | $3,350-61.6% |
| Admin fee / account holder | $297 | $489-39.3% | $6,675-95.5% | $521-43.0% |