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 9-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 Service code 15 · EIN 94-1347393 | Recordkeeping | $38,898 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,236 | $77,787-74.0% | $61,048-66.9% | $77,787-74.0% |
| Participation rate | 78.0% | 73.2%+4.7pp | 79.3%-1.4pp | 73.2%+4.7pp |
| Annual return | 21.42% | 32.57%-11.1pp | 26.18%-4.8pp | 32.57%-11.1pp |
| Employer contribution / active EE | $1,015 | $2,504-59.5% | $3,716-72.7% | $2,504-59.5% |
| Participant deferral / active EE | $1,634 | $3,967-58.8% | $4,470-63.5% | $3,967-58.8% |
| Admin fee / account holder | $26 | $100-74.0% | $3,728-99.3% | $100-74.0% |