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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $131,114 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$113,950 |
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 | $37,259 | $176,491-78.9% | $95,952-61.2% | $90,288-58.7% |
| Participation rate | 94.0% | 86.6%+7.4pp | 77.1%+16.9pp | 73.4%+20.7pp |
| Annual return | 31.45% | 20.14%+11.3pp | 91.61%-60.2pp | 53.97%-22.5pp |
| Employer contribution / active EE | $1,594 | $2,789-42.8% | $2,541-37.3% | $2,524-36.8% |
| Participant deferral / active EE | $6,037 | $5,340+13.1% | $4,167+44.9% | $4,232+42.6% |
| Admin fee / account holder | $4 | $154-97.5% | $6,795-99.9% | $114-96.6% |