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.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LL Service code 71 · EIN 54-0910269 | Brokerage Fees | $805 |
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 | $59,482 | $58,083+2.4% | $80,019-25.7% | $56,287+5.7% |
| Participation rate | 48.3% | 73.6%-25.4pp | 75.8%-27.6pp | 69.9%-21.6pp |
| Annual return | -7.63% | 34.61%-42.2pp | 11.22%-18.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,217 | $1,932-37.0% | $2,468-50.7% | $2,111-42.3% |
| Participant deferral / active EE | $2,467 | $3,135-21.3% | $3,686-33.1% | $3,350-26.4% |
| Admin fee / account holder | $13 | $623-97.9% | $6,521-99.8% | $521-97.5% |