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 ADVISORS LLC Service code 26 402 E. YAKIMA AVE · YAKIMA, WA 98901 | Advisory (Participants) | $0 |
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 | $24,581 | $44,425-44.7% | $67,834-63.8% | $55,167-55.4% |
| Participation rate | 72.6% | 59.7%+12.9pp | 68.8%+3.8pp | 69.0%+3.6pp |
| Annual return | 7.62% | 17.80%-10.2pp | 138.47%-130.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,356 | $1,351+0.3% | $2,403-43.6% | $1,963-30.9% |
| Participant deferral / active EE | $2,165 | $2,1660% | $3,160-31.5% | $3,054-29.1% |
| Admin fee / account holder | $25 | $530-95.3% | $4,622-99.5% | $504-95.0% |