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 Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $49,920 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,595 |
Service code 15 · EIN 77-0536417 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,958 | $47,648-72.8% | $130,648-90.1% | $67,579-80.8% |
| Participation rate | 93.2% | 60.4%+32.7pp | 71.7%+21.4pp | 71.3%+21.9pp |
| Annual return | 20.80% | 25.73%-4.9pp | 1708.96%-1688.2pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,054 | $1,408-25.1% | $4,092-74.2% | $2,148-50.9% |
| Participant deferral / active EE | $1,389 | $2,616-46.9% | $3,603-61.5% | $3,539-60.8% |
| Admin fee / account holder | $116 | $105+10.4% | $5,464-97.9% | $142-18.5% |