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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,499 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $12,633 |
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 | $23,675 | $43,504-45.6% | $68,793-65.6% | $56,287-57.9% |
| Participation rate | 97.0% | 67.8%+29.2pp | 72.2%+24.8pp | 69.9%+27.2pp |
| Annual return | 19.29% | -3.15%+22.4pp | -4.63%+23.9pp | -9.96%+29.2pp |
| Employer contribution / active EE | $1,622 | $1,525+6.4% | $2,625-38.2% | $2,111-23.2% |
| Participant deferral / active EE | $3,647 | $2,509+45.4% | $3,311+10.2% | $3,350+8.9% |
| Admin fee / account holder | $259 | $515-49.7% | $5,131-95.0% | $521-50.3% |