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 CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $45,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,050 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,267 | $93,182+36.6% | $146,665-13.2% | $79,386+60.3% |
| Participation rate | 97.1% | 76.4%+20.7pp | 80.1%+17.0pp | 70.7%+26.4pp |
| Annual return | 11.37% | 21.61%-10.2pp | 22.74%-11.4pp | 116.85%-105.5pp |
| Employer contribution / active EE | $5,794 | $2,420+139.5% | $4,136+40.1% | $2,427+138.7% |
| Participant deferral / active EE | $7,194 | $4,169+72.6% | $5,506+30.7% | $4,046+77.8% |
| Admin fee / account holder | $208 | $585-64.5% | $10,280-98.0% | $626-66.9% |