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 year Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $37,373 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,737 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,987 | $55,636+18.6% | $81,983-19.5% | $73,488-10.2% |
| Participation rate | 96.3% | 62.3%+34.0pp | 69.2%+27.1pp | 70.7%+25.6pp |
| Annual return | 8.19% | 19.07%-10.9pp | 41.31%-33.1pp | 28.51%-20.3pp |
| Employer contribution / active EE | $3,743 | $1,625+130.4% | $2,498+49.8% | $2,270+64.9% |
| Participant deferral / active EE | $4,480 | $2,762+62.2% | $3,722+20.4% | $3,740+19.8% |
| Admin fee / account holder | $122 | $493-75.2% | $5,664-97.8% | $513-76.2% |