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 ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $44,158 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,008 |
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 | $148,910 | $56,972+161.4% | $182,532-18.4% | $65,185+128.4% |
| Participation rate | 77.5% | 66.5%+11.0pp | 78.0%-0.4pp | 70.2%+7.3pp |
| Annual return | 22.78% | 27.67%-4.9pp | 148.54%-125.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,986 | $1,615+23.0% | $4,076-51.3% | $2,177-8.8% |
| Participant deferral / active EE | $8,544 | $3,526+142.3% | $5,524+54.7% | $3,514+143.2% |
| Admin fee / account holder | $96 | $528-81.8% | $8,592-98.9% | $847-88.7% |