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.2 years Filed as: WELLS FARGO ADVISORS Service code 27 1 NORTH JEFFERSON · ST LOUIS, MO 63103 | Advisory (Plan) | $55,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,631 |
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.
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 | $25,551 | $88,730-71.2% | $82,313-69.0% | $77,958-67.2% |
| Participation rate | 91.4% | 84.5%+6.8pp | 76.9%+14.5pp | 71.6%+19.7pp |
| Annual return | 28.49% | 20.88%+7.6pp | 25.88%+2.6pp | 20.87%+7.6pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $2,428-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,102 | $4,634+10.1% | $3,706+37.7% | $3,537+44.3% |
| Admin fee / account holder | $11 | $74-85.1% | $5,608-99.8% | $97-88.7% |