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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $27,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,885 |
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 | $106,533 | $41,854+154.5% | $73,843+44.3% | $52,331+103.6% |
| Participation rate | 85.7% | 66.2%+19.5pp | 73.4%+12.3pp | 68.1%+17.6pp |
| Annual return | -0.08% | 2.11%-2.2pp | 2267.84%-2267.9pp | 4.54%-4.6pp |
| Employer contribution / active EE | $6,866 | $1,920+257.5% | $2,787+146.3% | $1,882+264.9% |
| Participant deferral / active EE | $6,117 | $2,498+144.9% | $3,583+70.7% | $3,022+102.4% |
| Admin fee / account holder | $237 | $493-51.8% | $4,880-95.1% | $592-59.9% |