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 WBS Service code 27 | Advisory (Plan) | $18,776 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $970 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLSL FARGO ADVISORS WBS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $0 |
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 | $53,261 | $79,523-33.0% | $140,016-62.0% | $56,287-5.4% |
| Participation rate | 74.3% | 85.7%-11.4pp | 87.5%-13.2pp | 69.9%+4.4pp |
| Annual return | -2.31% | 2.39%-4.7pp | 651.12%-653.4pp | -9.96%+7.6pp |
| Employer contribution / active EE | $1,760 | $3,350-47.5% | $5,606-68.6% | $2,111-16.6% |
| Participant deferral / active EE | $6,740 | $5,129+31.4% | $6,927-2.7% | $3,350+101.2% |
| Admin fee / account holder | $7 | $614-98.9% | $10,705-99.9% | $521-98.8% |