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.3 years Filed as: WELLS FARGO ADVISORS Service code 27 805 N MAIN STREET · GARDEN CITY, KS 678465476 | Advisory (Plan) | $22,999 |
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 | $45,453 | $81,474-44.2% | $133,956-66.1% | $73,488-38.1% |
| Participation rate | 89.5% | 76.4%+13.2pp | 79.8%+9.7pp | 70.7%+18.8pp |
| Annual return | 21.24% | 19.40%+1.8pp | 45.09%-23.8pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,864 | $2,209-15.6% | $3,919-52.4% | $2,270-17.9% |
| Participant deferral / active EE | $3,022 | $3,786-20.2% | $5,048-40.1% | $3,740-19.2% |
| Admin fee / account holder | $214 | $713-70.0% | $8,927-97.6% | $513-58.4% |