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.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 1851 EAST FIRST STREET SUITE 900 · SANTA ANNA, CA 92705 | Advisory (Plan) | $7,382 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $5,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,846 | $36,767+35.6% | $81,478-38.8% | $62,292-20.0% |
| Participation rate | 25.5% | 54.4%-28.9pp | 68.0%-42.4pp | 69.5%-44.0pp |
| Annual return | 14.62% | 173.80%-159.2pp | 38.78%-24.2pp | 28.90%-14.3pp |
| Employer contribution / active EE | $626 | $1,128-44.5% | $2,568-75.6% | $2,042-69.4% |
| Participant deferral / active EE | $1,268 | $2,111-39.9% | $3,537-64.1% | $3,169-60.0% |
| Admin fee / account holder | $100 | $797-87.4% | $4,561-97.8% | $479-79.1% |