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.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $37,617 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,510 |
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 | $81,885 | $65,376+25.3% | $87,100-6.0% | $65,185+25.6% |
| Participation rate | 90.8% | 75.3%+15.5pp | 76.9%+13.9pp | 70.2%+20.6pp |
| Annual return | 18.86% | 31.27%-12.4pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,812 | $1,822+54.3% | $2,521+11.5% | $2,177+29.2% |
| Participant deferral / active EE | $4,498 | $3,388+32.8% | $4,049+11.1% | $3,514+28.0% |
| Admin fee / account holder | $265 | $520-48.9% | $7,497-96.5% | $847-68.7% |