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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,621 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $67,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,643 | $62,624-3.2% | $177,989-65.9% | $77,643-21.9% |
| Participation rate | 95.7% | 66.8%+28.9pp | 77.1%+18.6pp | 70.6%+25.2pp |
| Annual return | 13.25% | 16.16%-2.9pp | 294.48%-281.2pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,480 | $4,219+53.6% | $6,276+3.3% | $4,647+39.4% |
| Admin fee / account holder | $197 | $386-49.0% | $10,363-98.1% | $430-54.3% |