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 ADVISORS Service code 16 · EIN 23-2384840 | Consulting | $45,381 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,958 |
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 | $77,630 | $88,122-11.9% | $141,162-45.0% | $67,579+14.9% |
| Participation rate | 93.2% | 76.5%+16.7pp | 82.5%+10.7pp | 71.3%+21.9pp |
| Annual return | 20.15% | 75.40%-55.3pp | 71.39%-51.2pp | 378.56%-358.4pp |
| Employer contribution / active EE | $5,241 | $3,224+62.5% | $4,735+10.7% | $2,148+144.0% |
| Participant deferral / active EE | $6,500 | $5,958+9.1% | $6,709-3.1% | $3,539+83.6% |
| Admin fee / account holder | $136 | $131+3.7% | $10,261-98.7% | $142-4.6% |