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.7 years Filed as: WELLS FARGO ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $37,231 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $127,065 | $71,516+77.7% | $98,439+29.1% | $71,457+77.8% |
| Participation rate | 57.6% | 72.7%-15.1pp | 75.2%-17.6pp | 67.9%-10.3pp |
| Annual return | 0.05% | 32.41%-32.4pp | 21.16%-21.1pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,952 | $2,399-18.6% | $3,048-36.0% | $2,588-24.6% |
| Participant deferral / active EE | $2,873 | $4,109-30.1% | $4,738-39.4% | $4,289-33.0% |
| Admin fee / account holder | $245 | $1,675-85.4% | $8,948-97.3% | $1,587-84.6% |