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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,341 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $38,936 |
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 | $78,380 | $88,122-11.1% | $141,162-44.5% | $67,579+16.0% |
| Participation rate | 76.4% | 76.5%0pp | 82.5%-6.0pp | 71.3%+5.2pp |
| Annual return | 26.20% | 75.40%-49.2pp | 71.39%-45.2pp | 378.56%-352.4pp |
| Employer contribution / active EE | $3,101 | $3,224-3.8% | $4,735-34.5% | $2,148+44.4% |
| Participant deferral / active EE | $7,127 | $5,958+19.6% | $6,709+6.2% | $3,539+101.4% |
| Admin fee / account holder | $231 | $131+76.4% | $10,261-97.7% | $142+62.3% |