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 | $53,011 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $44,602 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,295 | $52,208+23.2% | $86,612-25.8% | $74,419-13.6% |
| Participation rate | 96.1% | 66.3%+29.8pp | 71.7%+24.4pp | 70.7%+25.4pp |
| Annual return | 17.29% | 44.46%-27.2pp | 591.07%-573.8pp | 34.38%-17.1pp |
| Employer contribution / active EE | $3,493 | $2,282+53.1% | $3,022+15.6% | $2,637+32.4% |
| Participant deferral / active EE | $5,030 | $3,383+48.7% | $4,438+13.4% | $4,528+11.1% |
| Admin fee / account holder | $255 | $319-20.1% | $5,614-95.5% | $348-26.7% |