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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,484 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,523 |
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 | $48,761 | $52,670-7.4% | $90,404-46.1% | $73,409-33.6% |
| Participation rate | 88.2% | 67.7%+20.6pp | 72.7%+15.6pp | 72.2%+16.1pp |
| Annual return | 13.34% | 20.70%-7.4pp | 1293.02%-1279.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,209 | $1,872+18.0% | $3,262-32.3% | $2,234-1.1% |
| Participant deferral / active EE | $2,935 | $2,807+4.5% | $3,963-26.0% | $3,805-22.9% |
| Admin fee / account holder | $87 | $117-25.1% | $5,611-98.4% | $158-44.6% |