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 6-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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $75,046 |
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 | $92,114 | $65,376+40.9% | $87,100+5.8% | $65,185+41.3% |
| Participation rate | 95.2% | 75.3%+19.8pp | 76.9%+18.3pp | 70.2%+25.0pp |
| Annual return | 22.14% | 31.27%-9.1pp | 28.19%-6.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $5,793 | $1,822+217.9% | $2,521+129.8% | $2,177+166.1% |
| Participant deferral / active EE | $6,075 | $3,388+79.3% | $4,049+50.0% | $3,514+72.9% |
| Admin fee / account holder | $178 | $520-65.8% | $7,497-97.6% | $847-79.0% |