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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,604 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,581 | $73,404-27.0% | $87,100-38.5% | $67,579-20.7% |
| Participation rate | 61.8% | 80.9%-19.1pp | 76.9%-15.1pp | 71.3%-9.5pp |
| Annual return | 9.16% | 48.29%-39.1pp | 28.19%-19.0pp | 378.56%-369.4pp |
| Employer contribution / active EE | $845 | $2,014-58.0% | $2,521-66.5% | $2,148-60.7% |
| Participant deferral / active EE | $2,189 | $3,913-44.1% | $4,049-45.9% | $3,539-38.1% |
| Admin fee / account holder | $145 | $142+2.4% | $7,497-98.1% | $142+1.9% |