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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,331 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,262 |
BPC2+ years Filed as: BPC, INC Service code 15 · EIN 36-3036100 | Recordkeeping | $2,475 |
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 | $33,839 | $75,183-55.0% | $123,892-72.7% | $55,167-38.7% |
| Participation rate | 98.1% | 72.8%+25.3pp | 81.4%+16.7pp | 69.0%+29.1pp |
| Annual return | 10.64% | 19.01%-8.4pp | 47.52%-36.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $2,574 | $2,823-8.8% | $4,617-44.2% | $1,963+31.2% |
| Participant deferral / active EE | $5,365 | $5,084+5.5% | $5,984-10.4% | $3,054+75.7% |
| Admin fee / account holder | $174 | $663-73.7% | $8,357-97.9% | $504-65.4% |