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 27 375 PARK AVE, 10TH FLOOR · NEW YORK, NY 10152 | Advisory (Plan) | $30,416 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,202 | $72,770-59.9% | $67,652-56.8% | $55,191-47.1% |
| Participation rate | 86.2% | 78.8%+7.4pp | 75.7%+10.6pp | 69.2%+17.1pp |
| Annual return | -3.09% | -3.26%+0.2pp | 6625.04%-6628.1pp | 10.78%-13.9pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,052 | $3,408-10.5% | $3,560-14.3% | $3,046+0.2% |
| Admin fee / account holder | $109 | $79+38.7% | $4,821-97.7% | $91+20.4% |