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 Service code 15 · EIN 94-1347393 | Recordkeeping | $15,322 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 56-0898180 | Advisory (Plan) | $5,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,163 | $39,819-64.4% | $67,834-79.1% | $57,658-75.4% |
| Participation rate | 66.6% | 61.2%+5.3pp | 68.8%-2.2pp | 70.2%-3.7pp |
| Annual return | 7.34% | 9.19%-1.8pp | 138.47%-131.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,325 | $2,209-40.0% | $3,160-58.1% | $3,061-56.7% |
| Admin fee / account holder | $100 | $84+20.0% | $4,622-97.8% | $95+6.1% |