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.6 years Filed as: WELLS FARGO ADVISORS FINANCIAL LLC Service code 27 875 DAKOTA AVENUE S · HURON, SD 573502772 | Advisory (Plan) | $52,024 |
Service code 27 35 E WACKER DR · CHICAGO, IL 60601 | Advisory (Plan) | $5,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,669 | $61,272-9.1% | $149,673-62.8% | $71,457-22.1% |
| Participation rate | 98.6% | 62.5%+36.1pp | 78.8%+19.9pp | 67.9%+30.7pp |
| Annual return | 19.99% | 35.85%-15.9pp | 134.42%-114.4pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,580 | $2,378+8.5% | $4,818-46.4% | $2,588-0.3% |
| Participant deferral / active EE | $3,079 | $2,917+5.6% | $5,680-45.8% | $4,289-28.2% |
| Admin fee / account holder | $241 | $1,261-80.9% | $13,210-98.2% | $1,587-84.8% |