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/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Trustee (individual); Investment mana... | $297,613 |
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 | $62,250 | $130,141-52.2% | $86,677-28.2% | $77,904-20.1% |
| Participation rate | 79.5% | 85.9%-6.4pp | 76.6%+3.0pp | 73.7%+5.9pp |
| Annual return | -14.15% | -12.75%-1.4pp | 35.91%-50.1pp | 12.21%-26.4pp |
| Employer contribution / active EE | $1,877 | $3,220-41.7% | $2,836-33.8% | $2,848-34.1% |
| Participant deferral / active EE | $4,011 | $5,757-30.3% | $4,656-13.8% | $4,806-16.5% |
| Admin fee / account holder | $206 | $132+56.4% | $7,493-97.3% | $133+55.5% |