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 Service code 15 · EIN 94-1347393 | Recordkeeping | $39,563 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,725 |
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 | $103,045 | $47,977+114.8% | $154,107-33.1% | $56,287+83.1% |
| Participation rate | 97.5% | 66.2%+31.4pp | 83.0%+14.5pp | 69.9%+27.7pp |
| Annual return | -2.67% | 3.54%-6.2pp | 735.12%-737.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $3,097 | $2,169+42.8% | $5,298-41.5% | $2,111+46.7% |
| Participant deferral / active EE | $4,972 | $2,392+107.9% | $5,081-2.1% | $3,350+48.4% |
| Admin fee / account holder | $263 | $438-40.1% | $13,411-98.0% | $521-49.6% |