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.1+ years Filed as: WELLS FARGO BANK N/A Service code 12 · EIN 94-1347393 | Claims processing | $68,372 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $68,783 | $107,378-35.9% | $108,579-36.7% | $57,658+19.3% |
| Participation rate | 98.2% | 77.1%+21.1pp | 79.6%+18.6pp | 70.2%+28.0pp |
| Annual return | 8.66% | 12.80%-4.1pp | -51.70%+60.4pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,720 | $1,782-3.4% | $3,758-54.2% | $1,974-12.8% |
| Participant deferral / active EE | $4,557 | $3,221+41.5% | $4,311+5.7% | $3,061+48.9% |
| Admin fee / account holder | $188 | $108+73.1% | $7,645-97.5% | $95+98.7% |