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.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $39,502 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,345 | $65,435+2.9% | $86,677-22.3% | $66,914+0.6% |
| Participation rate | 81.4% | 75.5%+5.9pp | 76.6%+4.8pp | 69.8%+11.6pp |
| Annual return | -14.02% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,886 | $2,153+34.1% | $2,836+1.8% | $2,544+13.5% |
| Participant deferral / active EE | $5,442 | $4,100+32.7% | $4,656+16.9% | $4,237+28.4% |
| Admin fee / account holder | $200 | $642-68.9% | $7,493-97.3% | $593-66.4% |