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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $108,818 |
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 | $169,052 | $91,517+84.7% | $101,248+67.0% | $73,409+130.3% |
| Participation rate | 91.3% | 73.8%+17.6pp | 75.8%+15.5pp | 72.2%+19.2pp |
| Annual return | 26.30% | 17.17%+9.1pp | 46.47%-20.2pp | 59.29%-33.0pp |
| Employer contribution / active EE | $5,118 | $2,877+77.9% | $3,660+39.8% | $2,234+129.1% |
| Participant deferral / active EE | $9,312 | $3,338+178.9% | $4,370+113.1% | $3,805+144.7% |
| Admin fee / account holder | $269 | $216+24.7% | $5,945-95.5% | $158+70.4% |