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 | $39,412 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,109 | $66,444-50.2% | $120,225-72.5% | $79,634-58.4% |
| Participation rate | 73.0% | 42.8%+30.3pp | 69.6%+3.4pp | 62.5%+10.5pp |
| Annual return | 17.36% | 53.37%-36.0pp | 439.23%-421.9pp | 36.46%-19.1pp |
| Employer contribution / active EE | $2,936 | $1,860+57.8% | $3,475-15.5% | $2,529+16.1% |
| Participant deferral / active EE | $4,246 | $2,798+51.8% | $3,999+6.2% | $3,835+10.7% |
| Admin fee / account holder | $190 | $1,295-85.4% | $5,696-96.7% | $1,002-81.1% |