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 9-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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $4,829 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,759 | $66,750-76.4% | $105,722-85.1% | $57,658-72.7% |
| Participation rate | 92.6% | 79.2%+13.5pp | 78.9%+13.7pp | 70.2%+22.4pp |
| Annual return | 0.00% | 10.99%-11.0pp | 12.25%-12.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $2,121 | $3,766-43.7% | $4,079-48.0% | $1,974+7.5% |
| Participant deferral / active EE | $2,731 | $4,933-44.6% | $5,326-48.7% | $3,061-10.8% |
| Admin fee / account holder | $17 | $88-80.3% | $8,308-99.8% | $95-81.7% |