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.7+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $41,792 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,735 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,607 | $84,936-2.7% | $111,297-25.8% | $79,386+4.1% |
| Participation rate | 85.6% | 75.9%+9.7pp | 77.3%+8.3pp | 70.7%+14.9pp |
| Annual return | 11.52% | 17.45%-5.9pp | 54.65%-43.1pp | 116.85%-105.3pp |
| Employer contribution / active EE | $2,358 | $1,979+19.1% | $2,731-13.7% | $2,427-2.9% |
| Participant deferral / active EE | $5,431 | $3,888+39.7% | $4,487+21.0% | $4,046+34.2% |
| Admin fee / account holder | $210 | $537-61.0% | $7,964-97.4% | $626-66.5% |