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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,244 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,310 |
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 | $31,342 | $56,640-44.7% | $80,975-61.3% | $57,658-45.6% |
| Participation rate | 91.0% | 75.9%+15.1pp | 75.8%+15.2pp | 70.2%+20.7pp |
| Annual return | 9.66% | 19.97%-10.3pp | 17.10%-7.4pp | 5.13%+4.5pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,218 | $4,944+46.0% | $5,696+26.7% | $3,061+135.8% |
| Admin fee / account holder | $129 | $87+48.4% | $5,516-97.7% | $95+36.7% |