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 | $17,629 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,666 | $155,795-75.8% | $136,294-72.4% | $69,631-45.9% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.8pp | 70.7%+23.0pp |
| Annual return | 17.30% | 232464.33%-232447.0pp | 5155.94%-5138.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $588 | $2,991-80.3% | $4,695-87.5% | $2,032-71.1% |
| Participant deferral / active EE | $2,350 | $5,394-56.4% | $6,247-62.4% | $3,224-27.1% |
| Admin fee / account holder | $42 | $128-67.6% | $9,243-99.5% | $110-62.3% |