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 SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $46,997 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,785 | $73,638+186.2% | $95,952+119.7% | $73,488+186.8% |
| Participation rate | 82.0% | 76.2%+5.8pp | 77.1%+4.9pp | 70.7%+11.3pp |
| Annual return | 11.67% | 16.78%-5.1pp | 91.61%-79.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $5,318 | $1,863+185.4% | $2,541+109.3% | $2,270+134.3% |
| Participant deferral / active EE | $2,678 | $3,617-26.0% | $4,167-35.7% | $3,740-28.4% |
| Admin fee / account holder | $14 | $482-97.1% | $6,795-99.8% | $513-97.3% |