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 ADVISORS Service code 26 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Advisory (Participants) | $20,942 |
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 | $184,416 | $73,867+149.7% | $143,757+28.3% | $68,494+169.2% |
| Participation rate | 82.3% | 66.7%+15.6pp | 80.3%+2.0pp | 67.9%+14.4pp |
| Annual return | -18.56% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,964 | $3,184+55.9% | $4,951+0.3% | $2,596+91.2% |
| Participant deferral / active EE | $5,162 | $3,384+52.5% | $5,637-8.4% | $4,027+28.2% |
| Admin fee / account holder | $499 | $5,755-91.3% | $14,673-96.6% | $5,403-90.8% |