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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $76,932 |
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 | $119,490 | $73,638+62.3% | $95,952+24.5% | $73,488+62.6% |
| Participation rate | 97.2% | 76.2%+21.0pp | 77.1%+20.1pp | 70.7%+26.5pp |
| Annual return | 14.90% | 16.78%-1.9pp | 91.61%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $5,889 | $1,863+216.1% | $2,541+131.8% | $2,270+159.4% |
| Participant deferral / active EE | $6,464 | $3,617+78.7% | $4,167+55.1% | $3,740+72.9% |
| Admin fee / account holder | $227 | $482-52.8% | $6,795-96.7% | $513-55.7% |