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 Filed as: WELLS FARGO ADVISORS Service code 27 805 N MAIN ST · GARDEN CITY, KS 678465476 | Advisory (Plan) | $22,127 |
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 | $25,114 | $86,332-70.9% | $125,175-79.9% | $65,185-61.5% |
| Participation rate | 90.1% | 75.3%+14.8pp | 79.8%+10.3pp | 70.2%+19.9pp |
| Annual return | 21.90% | 27.43%-5.5pp | 43.79%-21.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,156 | $2,040-43.3% | $3,865-70.1% | $2,177-46.9% |
| Participant deferral / active EE | $2,277 | $3,537-35.6% | $4,937-53.9% | $3,514-35.2% |
| Admin fee / account holder | $128 | $609-79.0% | $9,702-98.7% | $847-84.9% |