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.1 year Filed as: WELLS FARGO Service code 16 · EIN 34-1542819 | Consulting | $30,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,275 |
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 | $55,961 | $46,173+21.2% | $170,442-67.2% | $69,631-19.6% |
| Participation rate | 99.5% | 63.9%+35.6pp | 83.6%+15.9pp | 70.7%+28.8pp |
| Annual return | 18.50% | 21.62%-3.1pp | 205.93%-187.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,613 | $1,610+0.2% | $5,433-70.3% | $2,032-20.6% |
| Participant deferral / active EE | $3,898 | $2,080+87.4% | $4,939-21.1% | $3,224+20.9% |
| Admin fee / account holder | $20 | $116-82.4% | $13,880-99.9% | $110-81.5% |