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 | $88,950 |
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 | $73,829 | $75,284-1.9% | $91,001-18.9% | $69,631+6.0% |
| Participation rate | 76.8% | 80.4%-3.6pp | 75.6%+1.2pp | 70.7%+6.1pp |
| Annual return | 15.86% | 48.40%-32.5pp | 4.60%+11.3pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $706 | $2,473-71.4% | $2,456-71.2% | $2,032-65.2% |
| Participant deferral / active EE | $3,423 | $3,700-7.5% | $3,547-3.5% | $3,224+6.2% |
| Admin fee / account holder | $266 | $111+140.1% | $5,417-95.1% | $110+140.4% |