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 | $8,556 |
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 | $122,624 | $58,726+108.8% | $92,233+33.0% | $62,292+96.9% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 15.98% | 43.62%-27.6pp | 176.28%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $3,077 | $2,392+28.7% | $3,679-16.4% | $2,042+50.7% |
| Participant deferral / active EE | $7,549 | $2,766+173.0% | $3,897+93.7% | $3,169+138.2% |
| Admin fee / account holder | $266 | $556-52.2% | $5,194-94.9% | $479-44.5% |