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, LLC Service code 99 · EIN 34-1542819 | Other Fees | $90,549 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,598 | $55,125+77.0% | $109,895-11.2% | $86,799+12.4% |
| Participation rate | 90.3% | 70.1%+20.2pp | 74.2%+16.1pp | 72.3%+18.0pp |
| Annual return | 11.92% | 26.20%-14.3pp | 29.45%-17.5pp | 97.91%-86.0pp |
| Employer contribution / active EE | $2,130 | $1,558+36.7% | $2,842-25.1% | $2,405-11.5% |
| Participant deferral / active EE | $4,897 | $3,337+46.8% | $4,048+21.0% | $4,131+18.5% |
| Admin fee / account holder | $13 | $141-90.8% | $6,066-99.8% | $170-92.4% |