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.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $34,749 |
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 | $67,794 | $44,873+51.1% | $79,464-14.7% | $56,287+20.4% |
| Participation rate | 54.5% | 68.7%-14.3pp | 73.3%-18.9pp | 69.9%-15.4pp |
| Annual return | -5.71% | 0.81%-6.5pp | 718.14%-723.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,816 | $2,746+75.4% | $3,704+30.0% | $3,350+43.8% |
| Admin fee / account holder | $202 | $418-51.7% | $5,113-96.0% | $521-61.2% |