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.1+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $55,712 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,244 | $37,039-80.4% | $147,614-95.1% | $59,188-87.8% |
| Participation rate | 92.5% | 63.8%+28.7pp | 84.6%+7.9pp | 69.4%+23.1pp |
| Annual return | -0.98% | 7.19%-8.2pp | 61.98%-63.0pp | 5.51%-6.5pp |
| Employer contribution / active EE | $1,258 | $1,353-7.0% | $5,564-77.4% | $2,098-40.0% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $32 | $60-47.5% | $11,611-99.7% | $92-65.8% |