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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,310 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $0 |
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 | $36,674 | $28,601+28.2% | $71,735-48.9% | $66,914-45.2% |
| Participation rate | 46.6% | 56.7%-10.1pp | 62.3%-15.7pp | 69.8%-23.2pp |
| Annual return | -18.78% | -10.90%-7.9pp | 9.14%-27.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,116 | $1,104+1.1% | $1,704-34.5% | $2,544-56.1% |
| Participant deferral / active EE | $1,977 | $1,912+3.4% | $2,658-25.6% | $4,237-53.3% |
| Admin fee / account holder | $289 | $506-42.9% | $3,974-92.7% | $593-51.3% |