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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $211,471 |
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 | $33,940 | $47,456-28.5% | $172,739-80.4% | $77,787-56.4% |
| Participation rate | 84.4% | 66.3%+18.2pp | 82.6%+1.8pp | 73.2%+11.2pp |
| Annual return | 22.82% | 35.57%-12.7pp | 802.84%-780.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $1,823 | $1,574+15.8% | $5,143-64.5% | $2,504-27.2% |
| Participant deferral / active EE | $2,977 | $2,560+16.3% | $5,198-42.7% | $3,967-25.0% |
| Admin fee / account holder | $105 | $81+30.2% | $13,954-99.2% | $100+5.2% |