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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $114,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,137 | $64,286-12.7% | $90,951-38.3% | $73,409-23.5% |
| Participation rate | 97.2% | 63.6%+33.6pp | 69.0%+28.1pp | 72.2%+25.0pp |
| Annual return | 18.98% | 21.45%-2.5pp | 134.60%-115.6pp | 59.29%-40.3pp |
| Employer contribution / active EE | $863 | $895-3.6% | $2,122-59.4% | $2,234-61.4% |
| Participant deferral / active EE | $5,666 | $2,453+131.0% | $3,373+68.0% | $3,805+48.9% |
| Admin fee / account holder | $151 | $287-47.3% | $5,959-97.5% | $158-4.2% |