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 | $134,802 |
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 | $40,350 | $35,485+13.7% | $74,550-45.9% | $55,725-27.6% |
| Participation rate | 96.6% | 62.5%+34.1pp | 69.1%+27.5pp | 70.9%+25.8pp |
| Annual return | -4.22% | 0.72%-4.9pp | 32.53%-36.7pp | 244.93%-249.1pp |
| Employer contribution / active EE | $322 | $777-58.6% | $1,961-83.6% | $2,078-84.5% |
| Participant deferral / active EE | $4,806 | $2,181+120.4% | $3,108+54.6% | $3,356+43.2% |
| Admin fee / account holder | $184 | $114+60.9% | $5,060-96.4% | $115+59.7% |