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.4 years Filed as: WELLS FARGO ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $42,412 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,939 |
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 | $106,145 | $70,908+49.7% | $98,907+7.3% | $73,488+44.4% |
| Participation rate | 59.0% | 73.8%-14.7pp | 76.0%-17.0pp | 70.7%-11.6pp |
| Annual return | -0.85% | 34.17%-35.0pp | 196.43%-197.3pp | 28.51%-29.4pp |
| Employer contribution / active EE | $1,831 | $2,036-10.1% | $2,689-31.9% | $2,270-19.4% |
| Participant deferral / active EE | $2,723 | $3,500-22.2% | $4,244-35.9% | $3,740-27.2% |
| Admin fee / account holder | $271 | $535-49.4% | $6,642-95.9% | $513-47.2% |