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 ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $26,493 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,511 |
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 | $97,592 | $48,576+100.9% | $169,463-42.4% | $56,287+73.4% |
| Participation rate | 82.4% | 65.8%+16.6pp | 77.8%+4.6pp | 69.9%+12.5pp |
| Annual return | -5.18% | -2.51%-2.7pp | 1.83%-7.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,996 | $1,559+28.0% | $4,159-52.0% | $2,111-5.5% |
| Participant deferral / active EE | $8,749 | $3,275+167.1% | $5,277+65.8% | $3,350+161.2% |
| Admin fee / account holder | -$13 | $435-102.9% | $9,109-100.1% | $521-102.4% |