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 | $36,624 |
BPWC, LLC1+ years Service code 27 · EIN 45-2752726 | Advisory (Plan) | $5,800 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $206 |
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 | $58,943 | $36,916+59.7% | $156,549-62.3% | $57,658+2.2% |
| Participation rate | 98.8% | 63.4%+35.4pp | 84.0%+14.8pp | 70.2%+28.6pp |
| Annual return | 5.90% | 12.38%-6.5pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $478 | $1,571-69.6% | $5,501-91.3% | $1,974-75.8% |
| Participant deferral / active EE | $3,725 | $1,926+93.4% | $4,871-23.5% | $3,061+21.7% |
| Admin fee / account holder | $174 | $82+111.1% | $13,027-98.7% | $95+84.2% |