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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,124 |
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 | $48,778 | $48,261+1.1% | $68,793-29.1% | $55,725-12.5% |
| Participation rate | 93.3% | 71.0%+22.2pp | 72.2%+21.1pp | 70.9%+22.4pp |
| Annual return | 0.82% | -2.61%+3.4pp | -4.63%+5.4pp | 244.93%-244.1pp |
| Employer contribution / active EE | $2,965 | $1,742+70.2% | $2,625+12.9% | $2,078+42.7% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $126-99.1% | $5,131-100.0% | $115-99.0% |