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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $44,919 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,261 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,868 | $62,723-82.7% | $142,863-92.4% | $86,799-87.5% |
| Participation rate | 93.5% | 62.6%+30.9pp | 71.9%+21.6pp | 72.3%+21.2pp |
| Annual return | 14.97% | 17.62%-2.6pp | 5637.54%-5622.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,222 | $1,627-24.9% | $4,144-70.5% | $2,405-49.2% |
| Participant deferral / active EE | $1,710 | $3,039-43.7% | $3,837-55.4% | $4,131-58.6% |
| Admin fee / account holder | $90 | $140-35.3% | $6,560-98.6% | $170-46.8% |