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) | $24,716 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,174 |
Form 5500 reported that benefits due were not provided when due.
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 | $101,318 | $52,639+92.5% | $185,117-45.3% | $62,292+62.6% |
| Participation rate | 81.0% | 63.9%+17.1pp | 77.3%+3.7pp | 69.5%+11.4pp |
| Annual return | 14.97% | 19.57%-4.6pp | 40.50%-25.5pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,883 | $1,483+27.0% | $4,182-55.0% | $2,042-7.8% |
| Participant deferral / active EE | $8,118 | $3,097+162.1% | $5,045+60.9% | $3,169+156.2% |
| Admin fee / account holder | $3 | $374-99.2% | $8,159-100.0% | $479-99.4% |