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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $9,348 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,976 | $34,934+100.3% | $56,411+24.0% | $74,495-6.1% |
| Participation rate | 72.5% | 32.8%+39.7pp | 52.5%+20.0pp | 67.2%+5.3pp |
| Annual return | 15.13% | 25.94%-10.8pp | 1701.33%-1686.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,150 | $609+253.0% | $1,039+107.0% | $2,623-18.0% |
| Participant deferral / active EE | $3,946 | $1,170+237.2% | $1,952+102.2% | $4,346-9.2% |
| Admin fee / account holder | $63 | $2,364-97.3% | $2,829-97.8% | $1,942-96.8% |