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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $320,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,744 | $53,911-33.7% | $130,648-72.6% | $77,787-54.0% |
| Participation rate | 96.7% | 60.2%+36.5pp | 71.7%+25.0pp | 73.2%+23.5pp |
| Annual return | 20.90% | 21.93%-1.0pp | 1708.96%-1688.1pp | 32.57%-11.7pp |
| Employer contribution / active EE | $1,375 | $1,826-24.7% | $4,092-66.4% | $2,504-45.1% |
| Participant deferral / active EE | $3,990 | $2,288+74.4% | $3,603+10.7% | $3,967+0.6% |
| Admin fee / account holder | $73 | $129-43.4% | $5,464-98.7% | $100-27.3% |