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 | $105,308 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $31,900 |
Annual investment return 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 | $63,549 | $130,141-51.2% | $86,677-26.7% | $77,904-18.4% |
| Participation rate | 99.5% | 85.9%+13.6pp | 76.6%+23.0pp | 73.7%+25.9pp |
| Annual return | -17.83% | -12.75%-5.1pp | 35.91%-53.7pp | 12.21%-30.0pp |
| Employer contribution / active EE | $2,823 | $3,220-12.3% | $2,836-0.5% | $2,848-0.9% |
| Participant deferral / active EE | $7,070 | $5,757+22.8% | $4,656+51.9% | $4,806+47.1% |
| Admin fee / account holder | $82 | $132-38.0% | $7,493-98.9% | $133-38.3% |