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.6+ years Filed as: WELLS FARGO/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Investment management fees paid direc... | $227,513 |
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 | $74,705 | $176,491-57.7% | $95,952-22.1% | $90,288-17.3% |
| Participation rate | 98.0% | 86.6%+11.4pp | 77.1%+20.9pp | 73.4%+24.6pp |
| Annual return | 15.26% | 20.14%-4.9pp | 91.61%-76.4pp | 53.97%-38.7pp |
| Employer contribution / active EE | $1,864 | $2,789-33.2% | $2,541-26.6% | $2,524-26.1% |
| Participant deferral / active EE | $3,987 | $5,340-25.3% | $4,167-4.3% | $4,232-5.8% |
| Admin fee / account holder | $185 | $154+20.2% | $6,795-97.3% | $114+62.4% |