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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $24,432 |
Participant contribution per participant 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 | $17,992 | $43,504-58.6% | $68,793-73.8% | $56,287-68.0% |
| Participation rate | 73.4% | 67.8%+5.5pp | 72.2%+1.1pp | 69.9%+3.5pp |
| Annual return | -1.21% | -3.15%+1.9pp | -4.63%+3.4pp | -9.96%+8.7pp |
| Employer contribution / active EE | $697 | $1,525-54.3% | $2,625-73.4% | $2,111-67.0% |
| Participant deferral / active EE | $901 | $2,509-64.1% | $3,311-72.8% | $3,350-73.1% |
| Admin fee / account holder | $116 | $515-77.4% | $5,131-97.7% | $521-77.7% |