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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $132,746 |
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 | $31,787 | $44,989-29.3% | $170,442-81.4% | $77,958-59.2% |
| Participation rate | 85.3% | 64.6%+20.7pp | 83.6%+1.7pp | 71.6%+13.6pp |
| Annual return | 16.31% | 19.61%-3.3pp | 205.93%-189.6pp | 20.87%-4.6pp |
| Employer contribution / active EE | $1,498 | $1,466+2.2% | $5,433-72.4% | $2,310-35.1% |
| Participant deferral / active EE | $2,802 | $2,208+26.9% | $4,939-43.3% | $3,537-20.8% |
| Admin fee / account holder | $96 | $69+39.6% | $13,880-99.3% | $97-1.1% |