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.2+ years Filed as: WELLS FARGO ADVISORS ISG Service code 27 · EIN 56-0898180 | Advisory (Plan) | $13,683 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,495 |
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 | $115,777 | $58,828+96.8% | $77,999+48.4% | $62,891+84.1% |
| Participation rate | 96.9% | 71.1%+25.8pp | 75.5%+21.4pp | 69.3%+27.6pp |
| Annual return | 6.70% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,898 | $1,672+193.0% | $2,470+98.3% | $2,281+114.7% |
| Participant deferral / active EE | $5,092 | $2,686+89.6% | $3,497+45.6% | $3,203+59.0% |
| Admin fee / account holder | $351 | $4,393-92.0% | $5,480-93.6% | $4,296-91.8% |