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+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $18,946 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 | Advisory (Plan) | $5,977 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $0 |
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 | $35,222 | $107,378-67.2% | $108,579-67.6% | $57,658-38.9% |
| Participation rate | 84.3% | 77.1%+7.2pp | 79.6%+4.8pp | 70.2%+14.1pp |
| Annual return | 12.43% | 12.80%-0.4pp | -51.70%+64.1pp | 5.13%+7.3pp |
| Employer contribution / active EE | $687 | $1,782-61.5% | $3,758-81.7% | $1,974-65.2% |
| Participant deferral / active EE | $4,972 | $3,221+54.4% | $4,311+15.3% | $3,061+62.4% |
| Admin fee / account holder | $37 | $108-66.1% | $7,645-99.5% | $95-61.0% |