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.8+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $8,840 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,530 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,236 | $65,061-39.7% | $143,757-72.7% | $66,914-41.4% |
| Participation rate | 98.5% | 65.2%+33.3pp | 80.3%+18.2pp | 69.8%+28.7pp |
| Annual return | -18.16% | -11.14%-7.0pp | -0.04%-18.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $927 | $2,361-60.7% | $4,951-81.3% | $2,544-63.5% |
| Participant deferral / active EE | $3,308 | $2,919+13.3% | $5,637-41.3% | $4,237-21.9% |
| Admin fee / account holder | $20 | $502-95.9% | $14,673-99.9% | $593-96.6% |