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.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $15,909 |
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $5,633 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,121 | $54,590+74.2% | $81,930+16.1% | $73,488+29.4% |
| Participation rate | 53.7% | 68.3%-14.6pp | 72.0%-18.3pp | 70.7%-17.0pp |
| Annual return | 11.53% | 17.74%-6.2pp | 29.49%-18.0pp | 28.51%-17.0pp |
| Employer contribution / active EE | $556 | $1,636-66.0% | $4,310-87.1% | $2,270-75.5% |
| Participant deferral / active EE | $2,700 | $2,759-2.1% | $7,107-62.0% | $3,740-27.8% |
| Admin fee / account holder | -$31 | $592-105.2% | $5,158-100.6% | $513-106.0% |