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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $34,512 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FINET Service code 27 · EIN 59-2617265 | Advisory (Plan) | $23,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,829 | $63,905-33.0% | $74,183-42.3% | $57,658-25.7% |
| Participation rate | 69.4% | 79.8%-10.3pp | 76.6%-7.2pp | 70.2%-0.8pp |
| Annual return | 1.57% | 60.60%-59.0pp | 17.74%-16.2pp | 5.13%-3.6pp |
| Employer contribution / active EE | $755 | $1,840-59.0% | $2,370-68.2% | $1,974-61.8% |
| Participant deferral / active EE | $1,957 | $3,448-43.3% | $3,550-44.9% | $3,061-36.1% |
| Admin fee / account holder | $216 | $91+136.7% | $5,586-96.1% | $95+128.1% |