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 FINANCIAL Service code 26 · EIN 36-4019175 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $138,595 | $62,327+122.4% | $120,354+15.2% | $74,495+86.0% |
| Participation rate | 41.3% | 56.8%-15.5pp | 71.9%-30.6pp | 67.2%-25.9pp |
| Annual return | 15.48% | 18.61%-3.1pp | 107.15%-91.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,576 | $1,843-14.5% | $3,463-54.5% | $2,623-39.9% |
| Participant deferral / active EE | $2,373 | $2,893-18.0% | $4,991-52.5% | $4,346-45.4% |
| Admin fee / account holder | $323 | $2,396-86.5% | $9,423-96.6% | $1,942-83.4% |