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 ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,715 | $72,277-50.6% | $101,248-64.7% | $79,858-55.3% |
| Participation rate | 56.5% | 68.5%-11.9pp | 75.8%-19.3pp | 69.6%-13.1pp |
| Annual return | 18.37% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,292 | $2,692-52.0% | $3,660-64.7% | $2,471-47.7% |
| Participant deferral / active EE | $1,962 | $3,282-40.2% | $4,370-55.1% | $3,740-47.5% |
| Admin fee / account holder | $36 | $4,400-99.2% | $5,945-99.4% | $5,306-99.3% |