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 BANK NA Service code 12 · EIN 94-1347393 | Claims processing | $84,844 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,459 | $81,474+33.1% | $133,956-19.0% | $73,488+47.6% |
| Participation rate | 97.8% | 76.4%+21.4pp | 79.8%+17.9pp | 70.7%+27.1pp |
| Annual return | 22.80% | 19.40%+3.4pp | 45.09%-22.3pp | 28.51%-5.7pp |
| Employer contribution / active EE | $2,250 | $2,209+1.8% | $3,919-42.6% | $2,270-0.9% |
| Participant deferral / active EE | $6,016 | $3,786+58.9% | $5,048+19.2% | $3,740+60.9% |
| Admin fee / account holder | $250 | $713-64.9% | $8,927-97.2% | $513-51.2% |