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 | $148,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,104 | $42,582+160.9% | $171,082-35.1% | $57,658+92.7% |
| Participation rate | 87.3% | 63.9%+23.4pp | 76.7%+10.6pp | 70.2%+17.1pp |
| Annual return | 9.69% | 308.67%-299.0pp | 32.56%-22.9pp | 5.13%+4.6pp |
| Employer contribution / active EE | $3,045 | $1,306+133.2% | $4,002-23.9% | $1,974+54.3% |
| Participant deferral / active EE | $8,249 | $2,933+181.2% | $4,797+71.9% | $3,061+169.5% |
| Admin fee / account holder | $120 | $82+45.3% | $8,520-98.6% | $95+26.5% |