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 7-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 Filed as: WELLS FARGO BANK Service code 15 · EIN 62-1583685 | Recordkeeping | $33,476 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,870 | $80,177-36.6% | $123,892-58.9% | $57,658-11.8% |
| Participation rate | 92.4% | 74.4%+18.0pp | 81.4%+11.0pp | 70.2%+22.2pp |
| Annual return | 9.64% | 17.90%-8.3pp | 47.52%-37.9pp | 5.13%+4.5pp |
| Employer contribution / active EE | $4,374 | $2,913+50.2% | $4,617-5.3% | $1,974+121.6% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $67 | $106-36.8% | $8,357-99.2% | $95-28.9% |