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 | $65,369 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $0 |
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 | $54,635 | $52,953+3.2% | $172,739-68.4% | $65,185-16.2% |
| Participation rate | 98.4% | 66.2%+32.2pp | 82.6%+15.7pp | 70.2%+28.2pp |
| Annual return | 24.83% | 30.12%-5.3pp | 802.84%-778.0pp | 29.38%-4.5pp |
| Employer contribution / active EE | $2,114 | $2,190-3.4% | $5,143-58.9% | $2,177-2.9% |
| Participant deferral / active EE | $4,687 | $2,471+89.7% | $5,198-9.8% | $3,514+33.4% |
| Admin fee / account holder | $238 | $472-49.5% | $13,954-98.3% | $847-71.9% |