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 Service code 15 · EIN 94-1347393 | Recordkeeping | $56,372 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $34,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,439 | $46,100-12.3% | $86,590-53.3% | $69,631-41.9% |
| Participation rate | 57.3% | 67.2%-9.9pp | 73.5%-16.2pp | 70.7%-13.4pp |
| Annual return | 21.04% | 21.02%0pp | 964.84%-943.8pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $1,522 | $1,850-17.7% | $2,839-46.4% | $2,032-25.1% |
| Participant deferral / active EE | $4,082 | $2,432+67.9% | $3,609+13.1% | $3,224+26.6% |
| Admin fee / account holder | $227 | $94+141.8% | $4,906-95.4% | $110+105.4% |