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 | $218 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,555 | $50,106+0.9% | $70,014-27.8% | $57,658-12.3% |
| Participation rate | 92.5% | 70.9%+21.7pp | 71.8%+20.7pp | 70.2%+22.3pp |
| Annual return | 0.30% | 14.58%-14.3pp | 12.99%-12.7pp | 5.13%-4.8pp |
| Employer contribution / active EE | $2,853 | $1,739+64.0% | $2,338+22.0% | $1,974+44.5% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $89-99.3% | $4,380-100.0% | $95-99.4% |