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 | $119,262 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $45,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,468 | $104,697-33.6% | $96,544-28.0% | $80,160-13.3% |
| Participation rate | 99.3% | 86.4%+13.0pp | 76.0%+23.4pp | 72.9%+26.4pp |
| Annual return | 19.92% | 21.78%-1.9pp | 25.84%-5.9pp | 40.38%-20.5pp |
| Employer contribution / active EE | $2,856 | $3,536-19.2% | $2,965-3.7% | $2,978-4.1% |
| Participant deferral / active EE | $6,954 | $6,188+12.4% | $4,851+43.4% | $5,017+38.6% |
| Admin fee / account holder | $84 | $107-21.2% | $8,252-99.0% | $145-42.0% |