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 ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $32,164 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,132 |
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 | $95,832 | $63,299+51.4% | $91,001+5.3% | $62,292+53.8% |
| Participation rate | 59.5% | 73.3%-13.8pp | 75.6%-16.1pp | 69.5%-10.1pp |
| Annual return | 11.68% | 20.99%-9.3pp | 4.60%+7.1pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,708 | $1,807-5.5% | $2,456-30.5% | $2,042-16.4% |
| Participant deferral / active EE | $2,471 | $2,943-16.0% | $3,547-30.4% | $3,169-22.0% |
| Admin fee / account holder | $219 | $468-53.1% | $5,417-95.9% | $479-54.2% |