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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $32,437 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $10,086 |
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 | $24,065 | $50,385-52.2% | $75,670-68.2% | $62,292-61.4% |
| Participation rate | 92.6% | 67.7%+24.9pp | 72.3%+20.3pp | 69.5%+23.1pp |
| Annual return | 17.91% | 19.90%-2.0pp | 27.34%-9.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,559 | $1,537+1.4% | $2,352-33.7% | $2,042-23.6% |
| Participant deferral / active EE | $3,364 | $2,445+37.6% | $3,142+7.1% | $3,169+6.2% |
| Admin fee / account holder | $282 | $384-26.6% | $5,800-95.1% | $479-41.2% |