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 | $44,853 |
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 | $22,571 | $37,044-39.1% | $71,796-68.6% | $57,658-60.9% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.1%+23.2pp | 70.2%+22.1pp |
| Annual return | 7.24% | 12.64%-5.4pp | 78.04%-70.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $449 | $720-37.6% | $1,924-76.7% | $1,974-77.2% |
| Participant deferral / active EE | $1,947 | $1,974-1.4% | $2,794-30.3% | $3,061-36.4% |
| Admin fee / account holder | $50 | $101-50.2% | $4,815-99.0% | $95-46.8% |