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 | $34,514 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $48,476 | $46,761+3.7% | $106,619-54.5% | $57,658-15.9% |
| Participation rate | 76.8% | 56.9%+19.9pp | 78.0%-1.2pp | 70.2%+6.6pp |
| Annual return | 5.94% | 15.77%-9.8pp | 9.42%-3.5pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,905 | $1,274+49.5% | $3,947-51.7% | $1,974-3.5% |
| Participant deferral / active EE | $4,084 | $1,954+108.9% | $3,930+3.9% | $3,061+33.4% |
| Admin fee / account holder | $131 | $97+35.2% | $6,418-98.0% | $95+38.4% |