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.8+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $48,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,816 | $65,061-38.8% | $143,757-72.3% | $66,914-40.5% |
| Participation rate | 96.8% | 65.2%+31.7pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | -9.52% | -11.14%+1.6pp | -0.04%-9.5pp | 1.58%-11.1pp |
| Employer contribution / active EE | $2,546 | $2,361+7.9% | $4,951-48.6% | $2,544+0.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $258 | $502-48.7% | $14,673-98.2% | $593-56.6% |