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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 ONE NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $56,644 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,560 | $51,197+129.6% | $82,719+42.1% | $66,914+75.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -19.96% | -9.64%-10.3pp | 701.18%-721.1pp | 1.58%-21.5pp |
| Employer contribution / active EE | $4,937 | $2,611+89.1% | $3,009+64.1% | $2,544+94.1% |
| Participant deferral / active EE | $7,851 | $3,458+127.1% | $4,395+78.6% | $4,237+85.3% |
| Admin fee / account holder | $303 | $416-27.2% | $5,329-94.3% | $593-49.0% |