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.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL ADV Service code 26 · EIN 36-4019175 | Advisory (Participants) | $12,500 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,328 | $69,159-46.0% | $125,175-70.2% | $67,579-44.8% |
| Participation rate | 99.8% | 78.2%+21.6pp | 79.8%+20.0pp | 71.3%+28.5pp |
| Annual return | 26.53% | 27.12%-0.6pp | 43.79%-17.3pp | 378.56%-352.0pp |
| Employer contribution / active EE | $3,091 | $2,023+52.8% | $3,865-20.0% | $2,148+43.9% |
| Participant deferral / active EE | $2,223 | $3,700-39.9% | $4,937-55.0% | $3,539-37.2% |
| Admin fee / account holder | $189 | $142+33.5% | $9,702-98.0% | $142+33.0% |