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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $98,338 |
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 | $34,880 | $37,044-5.8% | $71,796-51.4% | $57,658-39.5% |
| Participation rate | 95.4% | 61.1%+34.3pp | 69.1%+26.3pp | 70.2%+25.2pp |
| Annual return | 6.95% | 12.64%-5.7pp | 78.04%-71.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $392 | $720-45.6% | $1,924-79.6% | $1,974-80.1% |
| Participant deferral / active EE | $4,443 | $1,974+125.1% | $2,794+59.0% | $3,061+45.2% |
| Admin fee / account holder | $147 | $101+45.8% | $4,815-96.9% | $95+55.7% |