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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,867 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,079 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $20,477 | $65,118-68.6% | $76,768-73.3% | $55,725-63.3% |
| Participation rate | 89.5% | 79.6%+9.9pp | 77.0%+12.5pp | 70.9%+18.6pp |
| Annual return | -5.24% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $601 | $1,941-69.1% | $2,485-75.8% | $2,078-71.1% |
| Participant deferral / active EE | $2,245 | $3,688-39.1% | $3,852-41.7% | $3,356-33.1% |
| Admin fee / account holder | $101 | $116-13.1% | $6,675-98.5% | $115-12.6% |