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 8-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 | $16,176 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NEWT Service code 27 | Advisory (Plan) | $7,713 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISROS NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,742 | $34,677-5.6% | $77,024-57.5% | $64,808-49.5% |
| Participation rate | 10.6% | 49.8%-39.2pp | 67.9%-57.3pp | 71.5%-60.8pp |
| Annual return | -16.46% | -5.33%-11.1pp | 42.32%-58.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $84 | $1,370-93.9% | $2,812-97.0% | $2,506-96.7% |
| Participant deferral / active EE | $551 | $2,556-78.4% | $4,426-87.6% | $4,310-87.2% |
| Admin fee / account holder | $324 | $179+81.2% | $5,425-94.0% | $188+72.3% |