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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,366 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,000 |
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 | $53,441 | $58,655-8.9% | $91,989-41.9% | $65,185-18.0% |
| Participation rate | 94.1% | 75.3%+18.8pp | 78.6%+15.5pp | 70.2%+23.9pp |
| Annual return | 25.34% | 33.92%-8.6pp | 69.02%-43.7pp | 29.38%-4.0pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,069 | $5,474+65.7% | $5,923+53.1% | $3,514+158.1% |
| Admin fee / account holder | $182 | $434-58.2% | $7,743-97.7% | $847-78.6% |