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 INS AGENCY LLC Service code 26 · EIN 54-0910269 3201 NORTH 4TH AVENUE · SIOUX FALLS, SD 571040700 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,227 | $36,767+1.3% | $81,478-54.3% | $62,292-40.2% |
| Participation rate | 45.5% | 54.4%-9.0pp | 68.0%-22.5pp | 69.5%-24.1pp |
| Annual return | 3.03% | 173.80%-170.8pp | 38.78%-35.8pp | 28.90%-25.9pp |
| Employer contribution / active EE | $848 | $1,128-24.9% | $2,568-67.0% | $2,042-58.5% |
| Participant deferral / active EE | $2,061 | $2,111-2.3% | $3,537-41.7% | $3,169-35.0% |
| Admin fee / account holder | $37 | $797-95.4% | $4,561-99.2% | $479-92.3% |