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 9-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 FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $6,867 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $933 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,518 | $65,435-67.1% | $86,677-75.2% | $66,914-67.8% |
| Participation rate | 21.9% | 75.5%-53.5pp | 76.6%-54.6pp | 69.8%-47.9pp |
| Annual return | -21.40% | -10.89%-10.5pp | 35.91%-57.3pp | 1.58%-23.0pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,439 | $4,100-40.5% | $4,656-47.6% | $4,237-42.4% |
| Admin fee / account holder | $13 | $642-98.0% | $7,493-99.8% | $593-97.8% |