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.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $57,946 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,376 |
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 | $33,399 | $105,247-68.3% | $87,100-61.7% | $77,787-57.1% |
| Participation rate | 92.5% | 85.8%+6.7pp | 76.9%+15.6pp | 73.2%+19.3pp |
| Annual return | 34.16% | 24.52%+9.6pp | 28.19%+6.0pp | 32.57%+1.6pp |
| Employer contribution / active EE | $1,665 | $2,895-42.5% | $2,521-34.0% | $2,504-33.5% |
| Participant deferral / active EE | $6,644 | $5,060+31.3% | $4,049+64.1% | $3,967+67.5% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |