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.7+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $11,787 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,170 |
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 | $45,331 | $61,156-25.9% | $185,823-75.6% | $79,386-42.9% |
| Participation rate | 98.6% | 66.6%+32.0pp | 81.7%+16.9pp | 70.7%+27.9pp |
| Annual return | 14.41% | 19.45%-5.0pp | 122.05%-107.6pp | 116.85%-102.4pp |
| Employer contribution / active EE | $883 | $2,321-61.9% | $5,167-82.9% | $2,427-63.6% |
| Participant deferral / active EE | $3,168 | $2,789+13.6% | $5,568-43.1% | $4,046-21.7% |
| Admin fee / account holder | $29 | $710-95.9% | $16,237-99.8% | $626-95.4% |