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 WBS Service code 27 | Advisory (Plan) | $16,999 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,630 |
WELLS FARGO BANK, N.A.2 years 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 | $59,150 | $98,982-40.2% | $162,163-63.5% | $65,185-9.3% |
| Participation rate | 75.3% | 85.8%-10.5pp | 87.6%-12.3pp | 70.2%+5.1pp |
| Annual return | 26.34% | 24.84%+1.5pp | 115.59%-89.3pp | 29.38%-3.0pp |
| Employer contribution / active EE | $2,119 | $3,467-38.9% | $5,614-62.2% | $2,177-2.6% |
| Participant deferral / active EE | $7,201 | $5,384+33.7% | $7,298-1.3% | $3,514+104.9% |
| Admin fee / account holder | $9 | $596-98.6% | $10,843-99.9% | $847-99.0% |