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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,041-100.0% | $149,718-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 17.43% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $16,000 | $3,662+337.0% | $5,445+193.9% | $2,342+583.0% |
| Participant deferral / active EE | $341 | $4,983-93.2% | $6,569-94.8% | $3,332-89.8% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |