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.4+ years Filed as: WELLS FARGO BANK, N. A. Service code 15 · EIN 94-1247393 | Recordkeeping | $35,241 |
WELLS FARGO BANK, N.A.4+ 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.)
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 | $41,316 | $77,813-46.9% | $123,544-66.6% | $64,186-35.6% |
| Participation rate | 77.4% | 74.7%+2.7pp | 82.3%-4.9pp | 69.6%+7.8pp |
| Annual return | -5.13% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,422 | $3,014-52.8% | $4,628-69.3% | $2,381-40.3% |
| Participant deferral / active EE | $2,397 | $5,240-54.3% | $6,426-62.7% | $3,470-30.9% |
| Admin fee / account holder | $546 | $5,519-90.1% | $9,284-94.1% | $4,888-88.8% |