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 ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $45,311 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,090 | $72,607+80.5% | $90,749+44.5% | $66,914+95.9% |
| Participation rate | 57.3% | 73.7%-16.4pp | 75.7%-18.4pp | 69.8%-12.5pp |
| Annual return | -6.92% | -12.28%+5.4pp | -12.16%+5.2pp | 1.58%-8.5pp |
| Employer contribution / active EE | $3,999 | $2,369+68.8% | $2,921+36.9% | $2,544+57.2% |
| Participant deferral / active EE | $3,227 | $3,977-18.9% | $4,564-29.3% | $4,237-23.8% |
| Admin fee / account holder | $295 | $707-58.3% | $8,445-96.5% | $593-50.3% |