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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $144,773 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $40,000 |
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 | $47,909 | $58,336-17.9% | $97,226-50.7% | $199,593-76.0% |
| Participation rate | 31.4% | 63.8%-32.4pp | 72.7%-41.3pp | 72.0%-40.6pp |
| Annual return | 18.67% | 32.81%-14.1pp | 75.13%-56.5pp | 34.25%-15.6pp |
| Employer contribution / active EE | $964 | $1,416-31.9% | $2,729-64.7% | $3,034-68.2% |
| Participant deferral / active EE | $1,902 | $3,240-41.3% | $4,264-55.4% | $5,087-62.6% |
| Admin fee / account holder | $119 | $114+4.5% | $5,654-97.9% | $269-55.7% |