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.3 years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $18,494 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS PCG Service code 27 | Advisory (Plan) | $5,749 |
WELLS FARGO BANK, N.A.3 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.
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 | $44,675 | $89,355-50.0% | $141,162-68.4% | $72,985-38.8% |
| Participation rate | 53.4% | 75.1%-21.7pp | 82.5%-29.0pp | 69.5%-16.0pp |
| Annual return | 25.08% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,632 | $3,114-47.6% | $4,735-65.5% | $2,440-33.1% |
| Participant deferral / active EE | $6,615 | $5,418+22.1% | $6,709-1.4% | $3,607+83.4% |
| Admin fee / account holder | $266 | $5,958-95.5% | $10,261-97.4% | $5,124-94.8% |