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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,863 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 47-0594031 | Advisory (Plan) | $13,466 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,312 | $54,193+20.5% | $93,654-30.3% | $77,671-15.9% |
| Participation rate | 81.2% | 63.9%+17.2pp | 68.7%+12.5pp | 70.6%+10.6pp |
| Annual return | 17.31% | 30.54%-13.2pp | 133.34%-116.0pp | 31.21%-13.9pp |
| Employer contribution / active EE | $1,923 | $1,168+64.6% | $2,421-20.6% | $2,726-29.5% |
| Participant deferral / active EE | $3,791 | $3,144+20.6% | $4,413-14.1% | $4,648-18.4% |
| Admin fee / account holder | $198 | $576-65.6% | $8,282-97.6% | $430-53.9% |