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 Service code 15 · EIN 94-1347393 | Recordkeeping | $59,410 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS ISG Service code 27 · EIN 56-0898180 | Advisory (Plan) | $48,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,269 | $48,064-22.5% | $78,778-52.7% | $69,631-46.5% |
| Participation rate | 47.6% | 61.6%-14.0pp | 69.2%-21.6pp | 70.7%-23.1pp |
| Annual return | 15.48% | 21.81%-6.3pp | 35.62%-20.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $800 | $744+7.6% | $1,986-59.7% | $2,032-60.6% |
| Participant deferral / active EE | $2,126 | $2,079+2.3% | $2,958-28.1% | $3,224-34.0% |
| Admin fee / account holder | $147 | $152-3.5% | $5,134-97.1% | $110+32.8% |