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.9+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $8,613 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,005 | $61,272-24.9% | $149,673-69.3% | $71,457-35.6% |
| Participation rate | 98.5% | 62.5%+36.0pp | 78.8%+19.8pp | 67.9%+30.6pp |
| Annual return | 16.71% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $854 | $2,378-64.1% | $4,818-82.3% | $2,588-67.0% |
| Participant deferral / active EE | $3,129 | $2,917+7.3% | $5,680-44.9% | $4,289-27.0% |
| Admin fee / account holder | $21 | $1,261-98.3% | $13,210-99.8% | $1,587-98.7% |