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 | $21,500 |
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 | $81,718 | $67,606+20.9% | $82,313-0.7% | $70,131+16.5% |
| Participation rate | 71.6% | 72.8%-1.2pp | 76.9%-5.3pp | 69.5%+2.1pp |
| Annual return | 15.20% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $422 | $1,755-76.0% | $2,428-82.6% | $2,342-82.0% |
| Participant deferral / active EE | $2,926 | $2,987-2.0% | $3,706-21.0% | $3,332-12.2% |
| Admin fee / account holder | $223 | $4,512-95.1% | $5,608-96.0% | $4,645-95.2% |