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.4+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $28,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,692 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,661 | $65,118+97.6% | $76,768+67.6% | $55,725+130.9% |
| Participation rate | 96.1% | 79.6%+16.4pp | 77.0%+19.1pp | 70.9%+25.2pp |
| Annual return | -7.10% | -1.27%-5.8pp | 2.43%-9.5pp | 244.93%-252.0pp |
| Employer contribution / active EE | $3,290 | $1,941+69.5% | $2,485+32.4% | $2,078+58.3% |
| Participant deferral / active EE | $8,746 | $3,688+137.1% | $3,852+127.1% | $3,356+160.6% |
| Admin fee / account holder | $18 | $116-84.9% | $6,675-99.7% | $115-84.8% |