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 BANK N.A. Service code 28 600 PENN ST. · READING, PA 19602 | Investment Management | $17,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,701 | $54,590-23.6% | $81,930-49.1% | $73,488-43.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 18.11% | 17.74%+0.4pp | 29.49%-11.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $4,819 | $1,636+194.6% | $4,310+11.8% | $2,270+112.3% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $54 | $592-90.9% | $5,158-99.0% | $513-89.5% |