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 6-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: RUSSO/WELLS FARGO ADVISORS Service code 27 461 FROM ROAD, MACH V1-STE 101 · PARAMUS, NJ 07652 | Advisory (Plan) | $9,929 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,815 | $37,039-89.7% | $147,614-97.4% | $59,188-93.6% |
| Participation rate | 79.1% | 63.8%+15.3pp | 84.6%-5.5pp | 69.4%+9.7pp |
| Annual return | 1.01% | 7.19%-6.2pp | 61.98%-61.0pp | 5.51%-4.5pp |
| Employer contribution / active EE | $469 | $1,353-65.3% | $5,564-91.6% | $2,098-77.6% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $8 | $60-87.3% | $11,611-99.9% | $92-91.7% |