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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,950 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,398 | $100,801-50.0% | $149,696-66.3% | $73,409-31.3% |
| Participation rate | 64.3% | 77.7%-13.4pp | 82.5%-18.2pp | 72.2%-7.9pp |
| Annual return | 20.76% | 265.34%-244.6pp | 276.60%-255.8pp | 59.29%-38.5pp |
| Employer contribution / active EE | $3,342 | $3,312+0.9% | $4,644-28.0% | $2,234+49.6% |
| Participant deferral / active EE | $3,561 | $6,404-44.4% | $6,842-48.0% | $3,805-6.4% |
| Admin fee / account holder | $97 | $181-46.2% | $9,309-99.0% | $158-38.4% |