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.5+ years Filed as: WELLS FARGO/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Trustee (individual) | $225,129 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,999 | $105,247-35.4% | $87,100-21.9% | $77,787-12.6% |
| Participation rate | 76.8% | 85.8%-9.0pp | 76.9%-0.1pp | 73.2%+3.6pp |
| Annual return | 19.58% | 24.52%-4.9pp | 28.19%-8.6pp | 32.57%-13.0pp |
| Employer contribution / active EE | $1,409 | $2,895-51.3% | $2,521-44.1% | $2,504-43.8% |
| Participant deferral / active EE | $3,033 | $5,060-40.1% | $4,049-25.1% | $3,967-23.5% |
| Admin fee / account holder | $199 | $104+90.4% | $7,497-97.3% | $100+98.8% |