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 LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $5,065 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,807 | $65,061-52.6% | $143,757-78.6% | $66,914-54.0% |
| Participation rate | 47.2% | 65.2%-18.0pp | 80.3%-33.1pp | 69.8%-22.6pp |
| Annual return | -17.85% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,077 | $2,361-54.4% | $4,951-78.2% | $2,544-57.7% |
| Participant deferral / active EE | $2,135 | $2,919-26.9% | $5,637-62.1% | $4,237-49.6% |
| Admin fee / account holder | $414 | $502-17.5% | $14,673-97.2% | $593-30.2% |