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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $36,715 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,260 |
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 | $105,546 | $87,870+20.1% | $113,168-6.7% | $74,304+42.0% |
| Participation rate | 61.7% | 70.7%-9.1pp | 76.6%-14.9pp | 60.3%+1.3pp |
| Annual return | 14.68% | 26.44%-11.8pp | 24.27%-9.6pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,688 | $2,277-25.9% | $2,975-43.3% | $2,241-24.7% |
| Participant deferral / active EE | $3,479 | $4,241-18.0% | $5,107-31.9% | $3,767-7.7% |
| Admin fee / account holder | $494 | $3,368-85.3% | $12,068-95.9% | $2,969-83.4% |