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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,109 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,000 |
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 | $80,272 | $70,475+13.9% | $100,516-20.1% | $79,858+0.5% |
| Participation rate | 88.9% | 73.7%+15.2pp | 79.4%+9.5pp | 69.6%+19.3pp |
| Annual return | 10.48% | 21.90%-11.4pp | 30.89%-20.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $9,375 | $2,165+333.1% | $3,418+174.3% | $2,471+279.4% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $299 | $4,478-93.3% | $8,081-96.3% | $5,306-94.4% |