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 27 · EIN 34-1542819 | Advisory (Plan) | $5,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,205 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $506 |
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 | $92,116 | $43,550+111.5% | $63,517+45.0% | $52,331+76.0% |
| Participation rate | 63.4% | 65.7%-2.3pp | 71.0%-7.7pp | 68.1%-4.7pp |
| Annual return | -1.23% | 2.03%-3.3pp | -70.30%+69.1pp | 4.54%-5.8pp |
| Employer contribution / active EE | $2,553 | $1,351+89.0% | $2,322+10.0% | $1,882+35.7% |
| Participant deferral / active EE | $3,630 | $2,254+61.1% | $2,953+22.9% | $3,022+20.1% |
| Admin fee / account holder | $26 | $387-93.3% | $5,892-99.6% | $592-95.6% |