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 · EIN 94-1347393 | Recordkeeping | $50,267 |
Service code 15 · EIN 84-1612955 | Recordkeeping | $28,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,913 | $78,419-38.9% | $133,956-64.2% | $73,409-34.7% |
| Participation rate | 99.5% | 78.6%+20.9pp | 79.8%+19.6pp | 72.2%+27.3pp |
| Annual return | 12.71% | 33.35%-20.6pp | 45.09%-32.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,856 | $2,044-9.2% | $3,919-52.6% | $2,234-16.9% |
| Participant deferral / active EE | $3,352 | $3,925-14.6% | $5,048-33.6% | $3,805-11.9% |
| Admin fee / account holder | $168 | $161+4.0% | $8,927-98.1% | $158+6.3% |