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.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 11682 EL CAMINO REAL, STE 11 · SAN DIEGO, CA 921302092 | Advisory (Plan) | $60,739 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $41,274 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,501 | $52,293-26.4% | $178,490-78.4% | $73,409-47.6% |
| Participation rate | 89.9% | 65.3%+24.5pp | 81.9%+7.9pp | 72.2%+17.7pp |
| Annual return | 20.19% | 34.75%-14.6pp | 151.07%-130.9pp | 59.29%-39.1pp |
| Employer contribution / active EE | $2,078 | $1,735+19.7% | $5,011-58.5% | $2,234-7.0% |
| Participant deferral / active EE | $3,819 | $2,332+63.8% | $5,202-26.6% | $3,805+0.4% |
| Admin fee / account holder | $151 | $127+18.8% | $13,984-98.9% | $158-4.1% |