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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,193 |
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 | $41,788 | $63,299-34.0% | $91,001-54.1% | $62,292-32.9% |
| Participation rate | 96.7% | 73.3%+23.4pp | 75.6%+21.1pp | 69.5%+27.2pp |
| Annual return | 8.11% | 20.99%-12.9pp | 4.60%+3.5pp | 28.90%-20.8pp |
| Employer contribution / active EE | $1,730 | $1,807-4.3% | $2,456-29.6% | $2,042-15.3% |
| Participant deferral / active EE | $2,750 | $2,943-6.5% | $3,547-22.5% | $3,169-13.2% |
| Admin fee / account holder | $169 | $468-63.9% | $5,417-96.9% | $479-64.8% |