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.2+ years Filed as: RUSSO/WELLS FARGO ADVISORS Service code 27 461 FROM ROAD, MACH V1-STE 101 · PARAMUS, NJ 07652 | Advisory (Plan) | $10,428 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,544 | $37,213-90.5% | $156,549-97.7% | $63,975-94.5% |
| Participation rate | 81.8% | 65.0%+16.8pp | 84.0%-2.2pp | 71.1%+10.6pp |
| Annual return | 2.24% | 47.89%-45.6pp | 32.23%-30.0pp | 48.65%-46.4pp |
| Employer contribution / active EE | $434 | $1,357-68.0% | $5,501-92.1% | $2,182-80.1% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $56-87.8% | $13,027-99.9% | $70-90.2% |