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 Filed as: WELLS FARGO BANK N.A. Service code 37 · EIN 94-1347393 | Loan Processing | $440 |
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 | $57,414 | $46,745+22.8% | $60,547-5.2% | $52,331+9.7% |
| Participation rate | 94.1% | 58.6%+35.5pp | 68.0%+26.1pp | 68.1%+26.0pp |
| Annual return | 0.33% | 0.61%-0.3pp | 335.64%-335.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $3,055 | $1,259+142.6% | $2,419+26.3% | $1,882+62.3% |
| Participant deferral / active EE | $5,886 | $2,145+174.5% | $3,328+76.9% | $3,022+94.8% |
| Admin fee / account holder | $124 | $537-76.9% | $4,536-97.3% | $592-79.0% |