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.6+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $34,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,688 | $66,124+34.1% | $90,404-1.9% | $73,488+20.7% |
| Participation rate | 55.2% | 69.7%-14.5pp | 72.7%-17.5pp | 70.7%-15.5pp |
| Annual return | 9.80% | 17.65%-7.9pp | 1293.02%-1283.2pp | 28.51%-18.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,345 | $3,039+43.0% | $3,963+9.6% | $3,740+16.2% |
| Admin fee / account holder | $218 | $396-44.9% | $5,611-96.1% | $513-57.4% |