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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,570 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,322 | $43,504-18.8% | $68,793-48.7% | $56,287-37.2% |
| Participation rate | 96.4% | 67.8%+28.5pp | 72.2%+24.1pp | 69.9%+26.5pp |
| Annual return | 14.45% | -3.15%+17.6pp | -4.63%+19.1pp | -9.96%+24.4pp |
| Employer contribution / active EE | $415 | $1,525-72.8% | $2,625-84.2% | $2,111-80.3% |
| Participant deferral / active EE | $2,054 | $2,509-18.1% | $3,311-38.0% | $3,350-38.7% |
| Admin fee / account holder | $7 | $515-98.6% | $5,131-99.9% | $521-98.6% |