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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $110,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,335 | $124,414-67.6% | $115,157-65.0% | $67,579-40.3% |
| Participation rate | 96.4% | 58.1%+38.4pp | 75.9%+20.5pp | 71.3%+25.2pp |
| Annual return | 19.60% | 29.40%-9.8pp | 35.60%-16.0pp | 378.56%-359.0pp |
| Employer contribution / active EE | $5,816 | $1,454+299.8% | $3,179+83.0% | $2,148+170.8% |
| Participant deferral / active EE | $4,512 | $2,331+93.6% | $4,168+8.2% | $3,539+27.5% |
| Admin fee / account holder | $86 | $361-76.3% | $7,088-98.8% | $142-39.7% |