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 | $10,157 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,763 | $80,753-3.7% | $136,294-42.9% | $62,292+24.8% |
| Participation rate | 99.3% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 14.54% | 35.83%-21.3pp | 5155.94%-5141.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $4,494 | $2,884+55.8% | $4,695-4.3% | $2,042+120.0% |
| Participant deferral / active EE | $7,322 | $5,164+41.8% | $6,247+17.2% | $3,169+131.0% |
| Admin fee / account holder | $228 | $525-56.5% | $9,243-97.5% | $479-52.3% |