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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $67,324 |
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 | $83,650 | $50,498+65.7% | $75,781+10.4% | $55,191+51.6% |
| Participation rate | 92.8% | 69.4%+23.4pp | 75.8%+17.0pp | 69.2%+23.7pp |
| Annual return | 0.18% | 1.80%-1.6pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $4,401 | $2,291+92.1% | $3,323+32.4% | $1,899+131.8% |
| Participant deferral / active EE | $7,068 | $2,589+173.0% | $3,651+93.6% | $3,046+132.0% |
| Admin fee / account holder | $216 | $123+75.5% | $5,299-95.9% | $91+137.8% |