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.3+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 | Advisory (Plan) | $10,275 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,696 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,777 | $51,466+12.3% | $78,778-26.7% | $62,292-7.2% |
| Participation rate | 61.9% | 59.8%+2.1pp | 69.2%-7.3pp | 69.5%-7.6pp |
| Annual return | 17.22% | 19.96%-2.7pp | 35.62%-18.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $650 | $827-21.5% | $1,986-67.3% | $2,042-68.2% |
| Participant deferral / active EE | $2,164 | $2,147+0.8% | $2,958-26.8% | $3,169-31.7% |
| Admin fee / account holder | $231 | $489-52.8% | $5,134-95.5% | $479-51.8% |