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.9+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $44,344 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,695 | $61,272-27.1% | $149,673-70.1% | $71,457-37.5% |
| Participation rate | 94.9% | 62.5%+32.4pp | 78.8%+16.1pp | 67.9%+27.0pp |
| Annual return | 14.72% | 35.85%-21.1pp | 134.42%-119.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,675 | $2,378+12.5% | $4,818-44.5% | $2,588+3.4% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $230 | $1,261-81.8% | $13,210-98.3% | $1,587-85.5% |