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 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,879 | $58,879-39.1% | $178,490-79.9% | $73,488-51.2% |
| Participation rate | 98.2% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 15.49% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $797 | $2,236-64.4% | $5,011-84.1% | $2,270-64.9% |
| Participant deferral / active EE | $2,432 | $2,567-5.3% | $5,202-53.3% | $3,740-35.0% |
| Admin fee / account holder | $16 | $400-96.0% | $13,984-99.9% | $513-96.9% |