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.2+ years Filed as: WELLS FARGO FINANCIAL ADVISORS Service code 27 5246 RED CEDAR DRIVE · FORT MYERS, FL 33907 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,292 | $25,723+270.5% | $69,182+37.7% | $55,167+72.7% |
| Participation rate | 36.9% | 39.4%-2.5pp | 55.1%-18.2pp | 69.0%-32.1pp |
| Annual return | 6.49% | 9.56%-3.1pp | -21.93%+28.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,519 | $963+57.7% | $1,897-19.9% | $3,054-50.3% |
| Admin fee / account holder | $31 | $365-91.4% | $2,697-98.8% | $504-93.8% |