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 ADVISORS LLC Service code 26 · EIN 54-0910269 | Advisory (Participants) | $29,641 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,789 | $56,629+56.8% | $77,999+13.8% | $55,167+60.9% |
| Participation rate | 59.9% | 73.3%-13.4pp | 75.5%-15.6pp | 69.0%-9.1pp |
| Annual return | 1.19% | 2866.98%-2865.8pp | 425.96%-424.8pp | 169.23%-168.0pp |
| Employer contribution / active EE | $1,527 | $1,723-11.4% | $2,470-38.2% | $1,963-22.2% |
| Participant deferral / active EE | $2,047 | $2,777-26.3% | $3,497-41.5% | $3,054-33.0% |
| Admin fee / account holder | $208 | $467-55.4% | $5,480-96.2% | $504-58.7% |