Filed January 3, 2023 (most recent of 3 filings on file)
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,991 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,194 | $37,039-26.6% | $147,614-81.6% | $59,188-54.1% |
| Participation rate | 82.6% | 63.8%+18.9pp | 84.6%-2.0pp | 69.4%+13.2pp |
| Annual return | -1.33% | 7.19%-8.5pp | 61.98%-63.3pp | 5.51%-6.8pp |
| Employer contribution / active EE | $1,168 | $1,353-13.7% | $5,564-79.0% | $2,098-44.3% |
| Participant deferral / active EE | $2,506 | $2,094+19.7% | $4,895-48.8% | $3,265-23.2% |
| Admin fee / account holder | $91 | $60+50.4% | $11,611-99.2% | $92-1.8% |