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.2 years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $46,992 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,031 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,089 | $155,795-55.0% | $136,294-48.6% | $69,631+0.7% |
| Participation rate | 85.8% | 75.2%+10.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 20.05% | 232464.33%-232444.3pp | 5155.94%-5135.9pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $3,108 | $2,991+3.9% | $4,695-33.8% | $2,032+52.9% |
| Participant deferral / active EE | $6,802 | $5,394+26.1% | $6,247+8.9% | $3,224+111.0% |
| Admin fee / account holder | $308 | $128+139.9% | $9,243-96.7% | $110+178.5% |