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 42-0127290 | Contract Administrator | $82,679 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $34,485 |
Employer contribution per participant 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 | $52,714 | $99,078-46.8% | $96,544-45.4% | $74,419-29.2% |
| Participation rate | 89.9% | 80.7%+9.3pp | 76.0%+14.0pp | 70.7%+19.2pp |
| Annual return | 17.08% | 22.48%-5.4pp | 25.84%-8.8pp | 34.38%-17.3pp |
| Employer contribution / active EE | $879 | $2,570-65.8% | $2,965-70.3% | $2,637-66.7% |
| Participant deferral / active EE | $4,079 | $4,933-17.3% | $4,851-15.9% | $4,528-9.9% |
| Admin fee / account holder | $119 | $225-47.1% | $8,252-98.6% | $348-65.8% |