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 | $101,220 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $45,979 |
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 | $61,431 | $88,890-30.9% | $102,423-40.0% | $77,643-20.9% |
| Participation rate | 91.2% | 80.9%+10.3pp | 76.5%+14.7pp | 70.6%+20.7pp |
| Annual return | 14.88% | 24.98%-10.1pp | 29.32%-14.4pp | 31.24%-16.4pp |
| Employer contribution / active EE | $946 | $2,698-64.9% | $3,023-68.7% | $2,726-65.3% |
| Participant deferral / active EE | $4,575 | $5,145-11.1% | $5,053-9.5% | $4,647-1.6% |
| Admin fee / account holder | $145 | $235-38.2% | $9,451-98.5% | $430-66.2% |