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.6 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 36-4019175 | Consulting | $52,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,949 | $100,923+25.8% | $150,045-15.4% | $74,304+70.9% |
| Participation rate | 88.4% | 70.1%+18.3pp | 82.3%+6.0pp | 60.3%+28.0pp |
| Annual return | 20.93% | 51.77%-30.8pp | 62.55%-41.6pp | 29.43%-8.5pp |
| Employer contribution / active EE | $3,401 | $3,463-1.8% | $4,693-27.5% | $2,241+51.8% |
| Participant deferral / active EE | $14,769 | $6,709+120.1% | $7,997+84.7% | $3,767+292.0% |
| Admin fee / account holder | $170 | $2,767-93.8% | $13,435-98.7% | $2,969-94.3% |