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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,274 |
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 | $27,643 | $37,213-25.7% | $156,549-82.3% | $63,975-56.8% |
| Participation rate | 84.2% | 65.0%+19.2pp | 84.0%+0.2pp | 71.1%+13.1pp |
| Annual return | 8.96% | 47.89%-38.9pp | 32.23%-23.3pp | 48.65%-39.7pp |
| Employer contribution / active EE | $1,302 | $1,357-4.1% | $5,501-76.3% | $2,182-40.3% |
| Participant deferral / active EE | $2,527 | $2,070+22.0% | $4,871-48.1% | $3,356-24.7% |
| Admin fee / account holder | $86 | $56+52.1% | $13,027-99.3% | $70+21.6% |