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 Service code 51 · EIN 27-0058684 201 MAIN STREET · FORT WORTH, TX 76102 | Investment Mgmt Fees | $87,187 |
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 | $49,449 | $55,636-11.1% | $81,983-39.7% | $73,488-32.7% |
| Participation rate | 99.5% | 62.3%+37.2pp | 69.2%+30.2pp | 70.7%+28.8pp |
| Annual return | 18.41% | 19.07%-0.7pp | 41.31%-22.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $3,995 | $1,625+145.9% | $2,498+59.9% | $2,270+76.0% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $368 | $493-25.3% | $5,664-93.5% | $513-28.2% |