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.1 year Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $19,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,477 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,497 | $93,182-25.4% | $146,665-52.6% | $79,386-12.5% |
| Participation rate | 70.9% | 76.4%-5.5pp | 80.1%-9.2pp | 70.7%+0.2pp |
| Annual return | 11.00% | 21.61%-10.6pp | 22.74%-11.7pp | 116.85%-105.9pp |
| Employer contribution / active EE | $1,854 | $2,420-23.4% | $4,136-55.2% | $2,427-23.6% |
| Participant deferral / active EE | $3,437 | $4,169-17.6% | $5,506-37.6% | $4,046-15.0% |
| Admin fee / account holder | $177 | $585-69.7% | $10,280-98.3% | $626-71.7% |