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.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $30,761 |
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 | $67,884 | $50,637+34.1% | $86,590-21.6% | $62,292+9.0% |
| Participation rate | 56.0% | 67.9%-11.9pp | 73.5%-17.5pp | 69.5%-13.5pp |
| Annual return | 14.15% | 20.80%-6.6pp | 964.84%-950.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,013 | $2,611+53.7% | $3,609+11.2% | $3,169+26.6% |
| Admin fee / account holder | $171 | $413-58.7% | $4,906-96.5% | $479-64.3% |