Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 49 4525 SHARON ROAD · CHARLOTTE, NC 28211 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,919 | $46,732-87.3% | $156,551-96.2% | $55,167-89.3% |
| Participation rate | 8.8% | 65.8%-56.9pp | 84.0%-75.2pp | 69.0%-60.1pp |
| Annual return | 8.43% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $216 | $2,204-90.2% | $4,871-95.6% | $3,054-92.9% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |