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.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $13,739 |
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 | $63,106 | $47,922+31.7% | $75,886-16.8% | $65,185-3.2% |
| Participation rate | 98.6% | 63.0%+35.6pp | 69.3%+29.3pp | 70.2%+28.4pp |
| Annual return | 19.18% | 24.12%-4.9pp | 30.76%-11.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $2,693 | $1,557+72.9% | $2,500+7.7% | $2,177+23.7% |
| Participant deferral / active EE | $4,911 | $2,550+92.6% | $3,603+36.3% | $3,514+39.8% |
| Admin fee / account holder | $134 | $532-74.9% | $5,418-97.5% | $847-84.2% |