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 9-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 | $23,614 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,966 |
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 | $44,398 | $91,190-51.3% | $178,490-75.1% | $79,858-44.4% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 12.09% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,896 | $3,256-11.1% | $5,011-42.2% | $2,471+17.2% |
| Participant deferral / active EE | $4,736 | $3,236+46.3% | $5,202-9.0% | $3,740+26.6% |
| Admin fee / account holder | $257 | $6,751-96.2% | $13,984-98.2% | $5,306-95.1% |