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 | $9,719 |
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 | $46,120 | $59,186-22.1% | $76,768-39.9% | $56,287-18.1% |
| Participation rate | 89.9% | 75.2%+14.6pp | 77.0%+12.9pp | 69.9%+20.0pp |
| Annual return | -4.28% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,153 | $1,759+22.4% | $2,485-13.4% | $2,111+2.0% |
| Participant deferral / active EE | $9,083 | $3,255+179.1% | $3,852+135.8% | $3,350+171.2% |
| Admin fee / account holder | $53 | $489-89.2% | $6,675-99.2% | $521-89.9% |