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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,020 |
Annual investment return 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 | $35,731 | $50,666-29.5% | $76,817-53.5% | $65,185-45.2% |
| Participation rate | 96.4% | 68.8%+27.6pp | 72.1%+24.3pp | 70.2%+26.2pp |
| Annual return | -1.54% | 28.51%-30.0pp | 1166.11%-1167.6pp | 29.38%-30.9pp |
| Employer contribution / active EE | $411 | $1,575-73.9% | $2,302-82.1% | $2,177-81.1% |
| Participant deferral / active EE | $2,170 | $2,647-18.0% | $3,336-34.9% | $3,514-38.2% |
| Admin fee / account holder | $14 | $463-96.9% | $6,420-99.8% | $847-98.3% |