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.6+ years Service code 15 | Recordkeeping | $8,832 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $483 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,733 | $37,426-31.2% | $77,482-66.8% | $79,858-67.8% |
| Participation rate | 84.8% | 41.5%+43.3pp | 54.2%+30.7pp | 69.6%+15.2pp |
| Annual return | 14.75% | 39.70%-24.9pp | 54.79%-40.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $693 | $1,260-45.0% | $1,861-62.8% | $3,740-81.5% |
| Admin fee / account holder | $169 | $2,504-93.2% | $2,858-94.1% | $5,306-96.8% |