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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $17,041 |
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,700 | $81,474-20.6% | $133,956-51.7% | $73,488-12.0% |
| Participation rate | 91.4% | 76.4%+15.1pp | 79.8%+11.6pp | 70.7%+20.7pp |
| Annual return | 13.64% | 19.40%-5.8pp | 45.09%-31.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,413 | $2,209-36.0% | $3,919-63.9% | $2,270-37.7% |
| Participant deferral / active EE | $3,507 | $3,786-7.4% | $5,048-30.5% | $3,740-6.2% |
| Admin fee / account holder | $137 | $713-80.8% | $8,927-98.5% | $513-73.3% |