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.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 ONE NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $64,337 |
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 | $132,995 | $58,264+128.3% | $86,612+53.6% | $71,457+86.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 24.38% | 21.63%+2.7pp | 591.07%-566.7pp | 28.85%-4.5pp |
| Employer contribution / active EE | $5,699 | $2,574+121.4% | $3,022+88.6% | $2,588+120.2% |
| Participant deferral / active EE | $8,464 | $3,436+146.3% | $4,438+90.7% | $4,289+97.3% |
| Admin fee / account holder | $317 | $1,057-70.0% | $5,614-94.4% | $1,587-80.0% |