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 Service code 15 · EIN 94-1347393 | Recordkeeping | $54,396 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $16,086 |
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 | $91,177 | $81,474+11.9% | $133,956-31.9% | $73,488+24.1% |
| Participation rate | 82.6% | 76.4%+6.3pp | 79.8%+2.8pp | 70.7%+12.0pp |
| Annual return | 21.84% | 19.40%+2.4pp | 45.09%-23.3pp | 28.51%-6.7pp |
| Employer contribution / active EE | $4,524 | $2,209+104.8% | $3,919+15.4% | $2,270+99.3% |
| Participant deferral / active EE | $3,477 | $3,786-8.2% | $5,048-31.1% | $3,740-7.0% |
| Admin fee / account holder | $373 | $713-47.7% | $8,927-95.8% | $513-27.3% |