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.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $53,956 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 99 · EIN 22-1211670 | Other Fees | $7,301 |
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 | $51,093 | $62,267-17.9% | $110,238-53.7% | $55,725-8.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -2.53% | -1.07%-1.5pp | 314.74%-317.3pp | 244.93%-247.5pp |
| Employer contribution / active EE | $931 | $1,941-52.0% | $3,826-75.7% | $2,078-55.2% |
| Participant deferral / active EE | $2,532 | $3,516-28.0% | $4,672-45.8% | $3,356-24.5% |
| Admin fee / account holder | $11 | $121-91.1% | $8,547-99.9% | $115-90.7% |