See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $10,129 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,987 | $55,415-11.6% | $155,509-68.5% | $74,495-34.2% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 11.82% | 268.50%-256.7pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,237 | $2,267-45.5% | $4,672-73.5% | $2,623-52.9% |
| Participant deferral / active EE | $3,642 | $2,836+28.4% | $5,626-35.3% | $4,346-16.2% |
| Admin fee / account holder | $23 | $1,738-98.7% | $15,912-99.9% | $1,942-98.8% |