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 | $65,241-49.3% | $126,539-73.8% | $85,563-61.3% |
| Participation rate | 73.0% | 48.6%+24.4pp | 69.8%+3.2pp | 66.0%+7.1pp |
| Annual return | 17.36% | 42.19%-24.8pp | 425.95%-408.6pp | 31.51%-14.1pp |
| Employer contribution / active EE | $2,936 | $1,937+51.6% | $3,674-20.1% | $2,654+10.7% |
| Participant deferral / active EE | $4,246 | $3,032+40.0% | $4,083+4.0% | $4,375-3.0% |
| Admin fee / account holder | $190 | $1,031-81.6% | $6,065-96.9% | $834-77.3% |