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 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
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 | $53,678 | $39,859+34.7% | $78,689-31.8% | $57,658-6.9% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 6.42% | 18.96%-12.5pp | 62.18%-55.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,126 | $1,786-37.0% | $2,851-60.5% | $1,974-43.0% |
| Participant deferral / active EE | $4,732 | $2,248+110.5% | $3,517+34.6% | $3,061+54.6% |
| Admin fee / account holder | $1 | $76-98.4% | $4,510-100.0% | $95-98.7% |