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.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,407 | $47,977-47.0% | $154,107-83.5% | $56,287-54.9% |
| Participation rate | 89.8% | 66.2%+23.6pp | 83.0%+6.7pp | 69.9%+19.9pp |
| Annual return | -7.58% | 3.54%-11.1pp | 735.12%-742.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $608 | $2,169-72.0% | $5,298-88.5% | $2,111-71.2% |
| Participant deferral / active EE | $2,275 | $2,392-4.9% | $5,081-55.2% | $3,350-32.1% |
| Admin fee / account holder | $14 | $438-96.8% | $13,411-99.9% | $521-97.3% |