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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,846 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $11,912 |
Employer 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.
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 | $16,452 | $72,770-77.4% | $67,652-75.7% | $55,191-70.2% |
| Participation rate | 87.0% | 78.8%+8.2pp | 75.7%+11.3pp | 69.2%+17.8pp |
| Annual return | 0.84% | -3.26%+4.1pp | 6625.04%-6624.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $424 | $1,769-76.0% | $2,266-81.3% | $1,899-77.7% |
| Participant deferral / active EE | $1,631 | $3,408-52.1% | $3,560-54.2% | $3,046-46.5% |
| Admin fee / account holder | $88 | $79+11.5% | $4,821-98.2% | $91-3.2% |