See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INSURANCE SERVICES Service code 28 2000 MAIN STREET · WHEELING, WV 26003 | Investment Management | $14,605 |
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 | $15,521 | $46,360-66.5% | $147,614-89.5% | $52,331-70.3% |
| Participation rate | 95.7% | 64.9%+30.7pp | 84.6%+11.0pp | 68.1%+27.5pp |
| Annual return | -3.39% | 1.62%-5.0pp | 61.98%-65.4pp | 4.54%-7.9pp |
| Employer contribution / active EE | $1,183 | $2,126-44.3% | $5,564-78.7% | $1,882-37.1% |
| Participant deferral / active EE | $1,150 | $2,258-49.1% | $4,895-76.5% | $3,022-62.0% |
| Admin fee / account holder | $159 | $766-79.3% | $11,611-98.6% | $592-73.2% |