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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,993 |
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 | $50,163 | $53,925-7.0% | $75,670-33.7% | $69,631-28.0% |
| Participation rate | 94.0% | 71.2%+22.8pp | 72.3%+21.7pp | 70.7%+23.3pp |
| Annual return | 0.64% | 17.84%-17.2pp | 27.34%-26.7pp | 27571.02%-27570.4pp |
| Employer contribution / active EE | $3,042 | $1,802+68.8% | $2,352+29.4% | $2,032+49.7% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1 | $97-99.3% | $5,800-100.0% | $110-99.4% |