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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $295,096 |
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 | $37,615 | $53,932-30.3% | $134,143-72.0% | $90,288-58.3% |
| Participation rate | 94.5% | 60.4%+34.1pp | 72.2%+22.3pp | 73.4%+21.1pp |
| Annual return | 12.11% | 23.16%-11.0pp | 36.33%-24.2pp | 53.97%-41.9pp |
| Employer contribution / active EE | $1,286 | $1,611-20.2% | $3,704-65.3% | $2,524-49.1% |
| Participant deferral / active EE | $3,806 | $2,432+56.5% | $3,499+8.8% | $4,232-10.1% |
| Admin fee / account holder | $70 | $104-32.4% | $6,684-99.0% | $114-38.6% |