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.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 8001 ROWAN RD STE 213 · CRANBERRY TOWNSHIP, PA 160663618 | Advisory (Plan) | $55,617 |
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 | $137,669 | $66,124+108.2% | $90,404+52.3% | $73,488+87.3% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 22.91% | 17.65%+5.3pp | 1293.02%-1270.1pp | 28.51%-5.6pp |
| Employer contribution / active EE | $4,465 | $2,346+90.3% | $3,262+36.9% | $2,270+96.7% |
| Participant deferral / active EE | $6,600 | $3,039+117.2% | $3,963+66.5% | $3,740+76.5% |
| Admin fee / account holder | $303 | $396-23.5% | $5,611-94.6% | $513-40.9% |