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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $26,196 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,150 |
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 | $35,491 | $104,475-66.0% | $159,436-77.7% | $79,386-55.3% |
| Participation rate | 47.0% | 76.6%-29.6pp | 82.8%-35.8pp | 70.7%-23.7pp |
| Annual return | 20.14% | 67.95%-47.8pp | 263.57%-243.4pp | 116.85%-96.7pp |
| Employer contribution / active EE | $1,711 | $3,417-49.9% | $4,829-64.6% | $2,427-29.5% |
| Participant deferral / active EE | $4,586 | $6,467-29.1% | $7,352-37.6% | $4,046+13.4% |
| Admin fee / account holder | $174 | $711-75.5% | $10,799-98.4% | $626-72.2% |