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 | $42,364 |
Service code 15 · EIN 84-1612955 | Recordkeeping | $33,837 |
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 | $44,727 | $69,159-35.3% | $125,175-64.3% | $67,579-33.8% |
| Participation rate | 93.5% | 78.2%+15.3pp | 79.8%+13.7pp | 71.3%+22.2pp |
| Annual return | 21.54% | 27.12%-5.6pp | 43.79%-22.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,215 | $2,023+9.5% | $3,865-42.7% | $2,148+3.2% |
| Participant deferral / active EE | $2,918 | $3,700-21.1% | $4,937-40.9% | $3,539-17.6% |
| Admin fee / account holder | $142 | $142+0.1% | $9,702-98.5% | $142-0.3% |