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 Service code 15 · EIN 94-1347393 | Recordkeeping | $24,490 |
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 | $40,165 | $56,629-29.1% | $77,999-48.5% | $55,167-27.2% |
| Participation rate | 94.9% | 73.3%+21.6pp | 75.5%+19.3pp | 69.0%+25.9pp |
| Annual return | 5.93% | 2866.98%-2861.1pp | 425.96%-420.0pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,663 | $1,723-3.5% | $2,470-32.7% | $1,963-15.3% |
| Participant deferral / active EE | $2,474 | $2,777-10.9% | $3,497-29.3% | $3,054-19.0% |
| Admin fee / account holder | $162 | $467-65.3% | $5,480-97.0% | $504-67.9% |