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 Service code 15 · EIN 94-1347393 | Recordkeeping | $79,904 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $18,936 |
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 | $20,076 | $30,599-34.4% | $74,583-73.1% | $57,658-65.2% |
| Participation rate | 94.1% | 49.1%+45.0pp | 68.1%+26.0pp | 70.2%+23.9pp |
| Annual return | 9.55% | 14.24%-4.7pp | 20.47%-10.9pp | 5.13%+4.4pp |
| Employer contribution / active EE | $805 | $1,000-19.5% | $2,525-68.1% | $1,974-59.2% |
| Participant deferral / active EE | $5,687 | $1,805+215.1% | $3,458+64.5% | $3,061+85.8% |
| Admin fee / account holder | $108 | $98+10.3% | $4,138-97.4% | $95+14.4% |