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 9-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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 48-1305000 | Advisory (Plan) | $11,423 |
US BANK4 years Service code 27 · EIN 31-0841368 | Advisory (Plan) | $7,651 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 10.51% | 7.22%+3.3pp | 6.78%+3.7pp | 8.23%+2.3pp |
| Employer contribution / active EE | $3,275 | $12,542-73.9% | $25,154-87.0% | $13,859-76.4% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |