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 Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,244 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,722 |
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 | $27,996 | $48,313-42.1% | $73,307-61.8% | $52,331-46.5% |
| Participation rate | 87.2% | 68.6%+18.7pp | 74.9%+12.3pp | 68.1%+19.1pp |
| Annual return | 9.80% | 3.85%+6.0pp | 5.67%+4.1pp | 4.54%+5.3pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,705 | $4,189+36.2% | $4,991+14.3% | $3,022+88.8% |
| Admin fee / account holder | $183 | $404-54.7% | $5,637-96.8% | $592-69.0% |