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 LLC Service code 26 402 E. YAKIMA AVE · YAKIMA, WA 98901 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,609 | $46,297-40.4% | $71,671-61.5% | $62,292-55.7% |
| Participation rate | 83.6% | 60.6%+23.0pp | 68.7%+14.9pp | 69.5%+14.1pp |
| Annual return | 21.80% | 22.32%-0.5pp | 20.65%+1.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,415 | $1,412+0.2% | $2,460-42.5% | $2,042-30.7% |
| Participant deferral / active EE | $2,361 | $2,235+5.6% | $3,438-31.3% | $3,169-25.5% |
| Admin fee / account holder | $30 | $461-93.4% | $5,558-99.5% | $479-93.7% |