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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $280 |
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 | $78,035 | $46,297+68.6% | $71,671+8.9% | $62,292+25.3% |
| Participation rate | 95.2% | 60.6%+34.6pp | 68.7%+26.5pp | 69.5%+25.7pp |
| Annual return | 34.60% | 22.32%+12.3pp | 20.65%+14.0pp | 28.90%+5.7pp |
| Employer contribution / active EE | $3,186 | $1,412+125.6% | $2,460+29.5% | $2,042+56.0% |
| Participant deferral / active EE | $6,350 | $2,235+184.1% | $3,438+84.7% | $3,169+100.4% |
| Admin fee / account holder | $132 | $461-71.4% | $5,558-97.6% | $479-72.5% |