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.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 11682 EL CAMINO REAL, STE 11 · SAN DIEGO, CA 921302092 | Advisory (Plan) | $61,344 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Claims proc... | $43,411 |
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 | $33,867 | $62,928-46.2% | $172,739-80.4% | $67,579-49.9% |
| Participation rate | 88.2% | 64.5%+23.7pp | 82.6%+5.5pp | 71.3%+16.9pp |
| Annual return | 20.01% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,850 | $1,636+13.1% | $5,143-64.0% | $2,148-13.9% |
| Participant deferral / active EE | $3,305 | $2,145+54.1% | $5,198-36.4% | $3,539-6.6% |
| Admin fee / account holder | $163 | $167-1.9% | $13,954-98.8% | $142+14.9% |