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 | $43,031 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $28,288 |
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 | $69,598 | $52,884+31.6% | $84,750-17.9% | $55,167+26.2% |
| Participation rate | 70.7% | 67.5%+3.1pp | 76.6%-5.9pp | 69.0%+1.7pp |
| Annual return | 7.03% | 18.03%-11.0pp | 22.78%-15.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,851 | $2,233+27.6% | $3,574-20.2% | $1,963+45.3% |
| Participant deferral / active EE | $3,597 | $2,644+36.1% | $3,712-3.1% | $3,054+17.8% |
| Admin fee / account holder | $237 | $581-59.2% | $5,332-95.6% | $504-53.0% |