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.4+ years Filed as: WELLS FARGO Service code 51 · EIN 27-0058684 201 MAIN STREET · FORT WORTH, TX 76102 | Investment Mgmt Fees | $74,961 |
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 | $33,990 | $42,396-19.8% | $67,313-49.5% | $56,287-39.6% |
| Participation rate | 99.4% | 61.0%+38.5pp | 69.1%+30.4pp | 69.9%+29.6pp |
| Annual return | -4.54% | -36.63%+32.1pp | -4.08%-0.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,801 | $1,414+168.9% | $2,566+48.2% | $2,111+80.1% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $347 | $510-32.0% | $4,507-92.3% | $521-33.4% |