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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,443 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,058 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,106 |
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 | $61,879 | $58,290+6.2% | $98,442-37.1% | $86,799-28.7% |
| Participation rate | 96.1% | 68.3%+27.8pp | 73.3%+22.8pp | 72.3%+23.8pp |
| Annual return | 15.24% | 43.48%-28.2pp | 1492.73%-1477.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $3,471 | $2,008+72.9% | $2,960+17.3% | $2,405+44.3% |
| Participant deferral / active EE | $4,564 | $3,152+44.8% | $4,276+6.7% | $4,131+10.5% |
| Admin fee / account holder | $173 | $138+25.3% | $5,949-97.1% | $170+1.8% |