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.7+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $55,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,758 | $61,156-18.6% | $185,823-73.2% | $79,386-37.3% |
| Participation rate | 98.7% | 66.6%+32.1pp | 81.7%+17.0pp | 70.7%+28.0pp |
| Annual return | 13.98% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $2,803 | $2,321+20.8% | $5,167-45.8% | $2,427+15.5% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $268 | $710-62.2% | $16,237-98.3% | $626-57.2% |