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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $16,712 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $5,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,272 | $98,750-47.1% | $149,696-65.1% | $79,858-34.5% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.5%-35.3pp | 69.6%-22.4pp |
| Annual return | 8.74% | 27.43%-18.7pp | 276.60%-267.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $759 | $3,216-76.4% | $4,644-83.7% | $2,471-69.3% |
| Participant deferral / active EE | $5,637 | $5,680-0.8% | $6,842-17.6% | $3,740+50.7% |
| Admin fee / account holder | $284 | $6,053-95.3% | $9,309-97.0% | $5,306-94.7% |