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 Service code 15 · EIN 94-1347393 | Recordkeeping | $17,074 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS PCG Service code 27 | Advisory (Plan) | $7,778 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISOR PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $0 |
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 | $34,825 | $77,813-55.2% | $123,544-71.8% | $64,186-45.7% |
| Participation rate | 61.0% | 74.7%-13.7pp | 82.3%-21.3pp | 69.6%-8.6pp |
| Annual return | -5.86% | 12.48%-18.3pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,401 | $3,014-53.5% | $4,628-69.7% | $2,381-41.1% |
| Participant deferral / active EE | $6,429 | $5,240+22.7% | $6,426+0.1% | $3,470+85.3% |
| Admin fee / account holder | $232 | $5,519-95.8% | $9,284-97.5% | $4,888-95.2% |