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 ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,988 | $52,953-45.3% | $172,739-83.2% | $65,185-55.5% |
| Participation rate | 97.2% | 66.2%+31.0pp | 82.6%+14.6pp | 70.2%+27.0pp |
| Annual return | 20.80% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $719 | $2,190-67.2% | $5,143-86.0% | $2,177-67.0% |
| Participant deferral / active EE | $2,265 | $2,471-8.3% | $5,198-56.4% | $3,514-35.6% |
| Admin fee / account holder | $21 | $472-95.6% | $13,954-99.8% | $847-97.5% |