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, LLC Service code 27 1 N. JEFFERSON AVE MAC H0006-09V · ST. LOUIS, MO 63103 | Advisory (Plan) | $34,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,809 | $36,916+34.9% | $156,549-68.2% | $57,658-13.6% |
| Participation rate | 27.8% | 63.4%-35.6pp | 84.0%-56.2pp | 70.2%-42.4pp |
| Annual return | 8.87% | 12.38%-3.5pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,373 | $1,926-28.7% | $4,871-71.8% | $3,061-55.1% |
| Admin fee / account holder | $177 | $82+114.2% | $13,027-98.6% | $95+86.9% |