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 PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $65,823 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $45,322 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,144 | $75,388-12.3% | $123,544-46.5% | $55,725+18.7% |
| Participation rate | 79.3% | 75.7%+3.6pp | 82.3%-3.0pp | 70.9%+8.5pp |
| Annual return | -2.89% | 4.48%-7.4pp | 119.20%-122.1pp | 244.93%-247.8pp |
| Employer contribution / active EE | $3,301 | $3,063+7.7% | $4,628-28.7% | $2,078+58.8% |
| Participant deferral / active EE | $7,608 | $5,651+34.6% | $6,426+18.4% | $3,356+126.7% |
| Admin fee / account holder | $349 | $120+191.1% | $9,284-96.2% | $115+202.6% |