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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,074 |
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 | $66,508 | $71,192-6.6% | $117,854-43.6% | $62,292+6.8% |
| Participation rate | 78.9% | 74.2%+4.7pp | 79.7%-0.7pp | 69.5%+9.4pp |
| Annual return | 15.85% | 18.66%-2.8pp | 335.08%-319.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,519 | $1,934-21.5% | $3,786-59.9% | $2,042-25.6% |
| Participant deferral / active EE | $3,249 | $3,189+1.9% | $4,482-27.5% | $3,169+2.5% |
| Admin fee / account holder | $287 | $587-51.1% | $8,020-96.4% | $479-40.1% |