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 ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $41,265 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,037 |
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 | $111,192 | $66,310+67.7% | $93,606+18.8% | $65,185+70.6% |
| Participation rate | 59.6% | 74.0%-14.4pp | 75.8%-16.3pp | 70.2%-10.6pp |
| Annual return | 5.05% | 42.58%-37.5pp | 32.76%-27.7pp | 29.38%-24.3pp |
| Employer contribution / active EE | $1,728 | $2,012-14.1% | $2,718-36.4% | $2,177-20.6% |
| Participant deferral / active EE | $2,500 | $3,342-25.2% | $4,069-38.5% | $3,514-28.8% |
| Admin fee / account holder | $263 | $6,897-96.2% | $7,888-96.7% | $847-68.9% |