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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,343 |
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 | $36,899 | $75,388-51.1% | $123,544-70.1% | $55,725-33.8% |
| Participation rate | 93.9% | 75.7%+18.3pp | 82.3%+11.6pp | 70.9%+23.1pp |
| Annual return | -2.40% | 4.48%-6.9pp | 119.20%-121.6pp | 244.93%-247.3pp |
| Employer contribution / active EE | $638 | $3,063-79.2% | $4,628-86.2% | $2,078-69.3% |
| Participant deferral / active EE | $2,528 | $5,651-55.3% | $6,426-60.7% | $3,356-24.6% |
| Admin fee / account holder | $92 | $120-23.4% | $9,284-99.0% | $115-20.4% |