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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $171,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,304 | $46,966+177.4% | $185,117-29.6% | $69,631+87.1% |
| Participation rate | 89.5% | 65.3%+24.2pp | 77.3%+12.2pp | 70.7%+18.8pp |
| Annual return | 18.95% | 22.36%-3.4pp | 40.50%-21.5pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $3,072 | $1,360+125.8% | $4,182-26.5% | $2,032+51.2% |
| Participant deferral / active EE | $8,767 | $3,017+190.6% | $5,045+73.8% | $3,224+172.0% |
| Admin fee / account holder | $135 | $94+44.3% | $8,159-98.3% | $110+22.6% |