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 ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $35,980 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,920 |
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 | $78,111 | $59,186+32.0% | $76,768+1.7% | $56,287+38.8% |
| Participation rate | 85.5% | 75.2%+10.3pp | 77.0%+8.6pp | 69.9%+15.7pp |
| Annual return | -4.22% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,734 | $1,759+55.4% | $2,485+10.0% | $2,111+29.5% |
| Participant deferral / active EE | $4,694 | $3,255+44.2% | $3,852+21.9% | $3,350+40.1% |
| Admin fee / account holder | $220 | $489-54.9% | $6,675-96.7% | $521-57.7% |