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.1 year Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 36-4019175 | Advisory (Participants) | $20,863 |
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 | $49,394 | $80,724-38.8% | $103,333-52.2% | $74,495-33.7% |
| Participation rate | 75.5% | 65.7%+9.8pp | 74.5%+1.0pp | 67.2%+8.3pp |
| Annual return | 13.19% | 27.56%-14.4pp | 24.88%-11.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,465 | $3,157-21.9% | $3,868-36.3% | $2,623-6.0% |
| Participant deferral / active EE | $4,577 | $3,860+18.6% | $5,057-9.5% | $4,346+5.3% |
| Admin fee / account holder | $512 | $2,368-78.4% | $8,355-93.9% | $1,942-73.6% |