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.6 years Filed as: WELLS FARGO CLEARING SVCS. Service code 27 · EIN 23-2384840 | Advisory (Plan) | $35,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,879 |
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 | $166,452 | $82,664+101.4% | $125,339+32.8% | $68,494+143.0% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -17.21% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,383 | $6,110+37.2% | $7,446+12.6% | $4,027+108.1% |
| Admin fee / account holder | $589 | $6,275-90.6% | $10,010-94.1% | $5,403-89.1% |