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.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $57,204 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $56,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $420,142 | $84,233+398.8% | $170,442+146.5% | $70,131+499.1% |
| Participation rate | 89.4% | 70.8%+18.5pp | 83.6%+5.8pp | 69.5%+19.8pp |
| Annual return | 15.83% | 23.06%-7.2pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $27,054 | $3,387+698.8% | $5,433+398.0% | $2,342+1054.9% |
| Participant deferral / active EE | $13,829 | $3,086+348.2% | $4,939+180.0% | $3,332+315.1% |
| Admin fee / account holder | $922 | $5,698-83.8% | $13,880-93.4% | $4,645-80.2% |