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.3+ years Filed as: WELLS FARGO BANK, N. A. Service code 15 · EIN 94-1247393 | Recordkeeping | $47,210 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS WBS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,723 | $85,766-51.4% | $136,294-69.4% | $70,131-40.5% |
| Participation rate | 70.8% | 74.2%-3.3pp | 81.9%-11.1pp | 69.5%+1.3pp |
| Annual return | 14.01% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,296 | $2,966-56.3% | $4,695-72.4% | $2,342-44.7% |
| Participant deferral / active EE | $2,204 | $5,051-56.4% | $6,247-64.7% | $3,332-33.8% |
| Admin fee / account holder | $650 | $5,420-88.0% | $9,243-93.0% | $4,645-86.0% |