Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 36-4019175 | Advisory (Plan) | $67,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,859 | $101,499+15.1% | $147,005-20.5% | $74,546+56.8% |
| Participation rate | 81.7% | 75.5%+6.2pp | 82.2%-0.4pp | 67.2%+14.5pp |
| Annual return | 16.32% | 8732.34%-8716.0pp | 418.76%-402.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $3,482 | $3,811-8.6% | $4,934-29.4% | $2,624+32.7% |
| Participant deferral / active EE | $14,145 | $7,304+93.7% | $8,070+75.3% | $4,347+225.4% |
| Admin fee / account holder | $203 | $1,748-88.4% | $13,006-98.4% | $1,944-89.6% |