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 FINANCIAL, INC. Service code 15 · EIN 94-1347393 | Recordkeeping | $236,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,584 | $96,458+107.9% | $136,294+47.2% | $77,958+157.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 17.94% | 23.78%-5.8pp | 5155.94%-5138.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $4,223 | $3,144+34.3% | $4,695-10.1% | $2,310+82.8% |
| Participant deferral / active EE | $9,728 | $5,902+64.8% | $6,247+55.7% | $3,537+175.1% |
| Admin fee / account holder | $47 | $80-41.9% | $9,243-99.5% | $97-52.0% |