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.2 years Filed as: WELLS FARGO ADVISORS Service code 27 ONE NORTH JEFFERSON AVE. · ST LOUIS, MO 63103 | Advisory (Plan) | $49,011 |
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 | $117,486 | $51,620+127.6% | $90,281+30.1% | $65,185+80.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 24.67% | 24.94%-0.3pp | 78.10%-53.4pp | 29.38%-4.7pp |
| Employer contribution / active EE | $4,215 | $2,235+88.6% | $2,854+47.7% | $2,177+93.7% |
| Participant deferral / active EE | $6,101 | $2,871+112.6% | $3,885+57.0% | $3,514+73.6% |
| Admin fee / account holder | $289 | $384-24.9% | $5,351-94.6% | $847-65.9% |