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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,608 |
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 | $70,274 | $60,349+16.4% | $74,183-5.3% | $62,891+11.7% |
| Participation rate | 74.7% | 72.7%+2.0pp | 76.6%-1.9pp | 69.3%+5.4pp |
| Annual return | 7.12% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $400 | $1,680-76.2% | $2,370-83.1% | $2,281-82.5% |
| Participant deferral / active EE | $2,557 | $2,856-10.5% | $3,550-28.0% | $3,203-20.2% |
| Admin fee / account holder | $218 | $4,261-94.9% | $5,586-96.1% | $4,296-94.9% |