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+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,913 | $82,032+142.5% | $123,104+61.6% | $59,632+233.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.22% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $14,987 | $3,297+354.6% | $5,151+190.9% | $2,203+580.4% |
| Participant deferral / active EE | $365 | $4,667-92.2% | $6,230-94.1% | $3,192-88.6% |
| Admin fee / account holder | $10,687 | $5,881+81.7% | $9,015+18.6% | $4,297+148.7% |