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.1+ years Filed as: WELLS FARGO ADVISORS FINANCIAL ADVI Service code 26 · EIN 36-4019175 | Advisory (Participants) | $8,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,896 | $46,732+13.2% | $156,549-66.2% | $55,167-4.1% |
| Participation rate | 23.8% | 65.8%-42.0pp | 84.0%-60.2pp | 69.0%-45.2pp |
| Annual return | 20.33% | 17.72%+2.6pp | 32.23%-11.9pp | 169.23%-148.9pp |
| Employer contribution / active EE | $186 | $2,105-91.2% | $5,501-96.6% | $1,963-90.5% |
| Participant deferral / active EE | $1,023 | $2,204-53.6% | $4,871-79.0% | $3,054-66.5% |
| Admin fee / account holder | $287 | $418-31.4% | $13,027-97.8% | $504-43.0% |