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.4+ years Filed as: WELLS FARGO FINANCIAL, INC. Service code 15 · EIN 94-1347393 | Recordkeeping | $283,082 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,235 | $88,874+133.2% | $123,544+67.7% | $75,289+175.3% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.3%+3.4pp | 72.4%+13.3pp |
| Annual return | -4.84% | 4.22%-9.1pp | 119.20%-124.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $4,385 | $3,256+34.7% | $4,628-5.2% | $2,405+82.3% |
| Participant deferral / active EE | $10,567 | $6,174+71.2% | $6,426+64.5% | $3,739+182.6% |
| Admin fee / account holder | $62 | $95-34.4% | $9,284-99.3% | $102-39.4% |