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 | $63,411 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $46,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,940 | $105,247-67.8% | $87,100-61.0% | $77,787-56.4% |
| Participation rate | 86.5% | 85.8%+0.7pp | 76.9%+9.6pp | 73.2%+13.3pp |
| Annual return | 22.11% | 24.52%-2.4pp | 28.19%-6.1pp | 32.57%-10.5pp |
| Employer contribution / active EE | $674 | $2,895-76.7% | $2,521-73.3% | $2,504-73.1% |
| Participant deferral / active EE | $2,603 | $5,060-48.6% | $4,049-35.7% | $3,967-34.4% |
| Admin fee / account holder | $107 | $104+2.5% | $7,497-98.6% | $100+7.0% |