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 PCG Service code 27 | Advisory (Plan) | $11,891 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,403 |
WELLS FARGO BANK, N.A.4+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,834 | $42,548+26.5% | $74,550-27.8% | $56,287-4.4% |
| Participation rate | 53.1% | 60.5%-7.4pp | 69.1%-16.1pp | 69.9%-16.8pp |
| Annual return | -5.36% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $630 | $855-26.3% | $1,961-67.9% | $2,111-70.2% |
| Participant deferral / active EE | $2,150 | $2,277-5.6% | $3,108-30.8% | $3,350-35.8% |
| Admin fee / account holder | $272 | $467-41.7% | $5,060-94.6% | $521-47.7% |