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 ADVISORS Service code 27 11682 EL CAMINO REAL STE 11 · SAN DIEGO, CA 921302092 | Advisory (Plan) | $23,063 |
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping and ... | $1,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,359 | $66,302-64.8% | $110,238-78.8% | $56,287-58.5% |
| Participation rate | 90.4% | 74.9%+15.5pp | 79.8%+10.6pp | 69.9%+20.6pp |
| Annual return | -5.87% | -1.18%-4.7pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $918 | $2,047-55.2% | $3,826-76.0% | $2,111-56.5% |
| Participant deferral / active EE | $2,214 | $3,381-34.5% | $4,672-52.6% | $3,350-33.9% |
| Admin fee / account holder | $139 | $698-80.1% | $8,547-98.4% | $521-73.3% |