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 ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $38,259 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,221 |
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 | $109,157 | $58,083+87.9% | $80,019+36.4% | $56,287+93.9% |
| Participation rate | 60.4% | 73.6%-13.2pp | 75.8%-15.4pp | 69.9%-9.4pp |
| Annual return | 10.96% | 34.61%-23.7pp | 11.22%-0.3pp | -9.96%+20.9pp |
| Employer contribution / active EE | $1,710 | $1,932-11.5% | $2,468-30.7% | $2,111-19.0% |
| Participant deferral / active EE | $2,575 | $3,135-17.9% | $3,686-30.1% | $3,350-23.1% |
| Admin fee / account holder | $257 | $623-58.7% | $6,521-96.1% | $521-50.7% |