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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,785 |
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 | $61,428 | $86,332-28.8% | $125,175-50.9% | $65,185-5.8% |
| Participation rate | 81.7% | 75.3%+6.4pp | 79.8%+1.9pp | 70.2%+11.5pp |
| Annual return | 22.20% | 27.43%-5.2pp | 43.79%-21.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,936 | $2,040-5.1% | $3,865-49.9% | $2,177-11.1% |
| Participant deferral / active EE | $3,775 | $3,537+6.7% | $4,937-23.5% | $3,514+7.4% |
| Admin fee / account holder | $215 | $609-64.8% | $9,702-97.8% | $847-74.7% |