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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $71,423 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1545819 | Securities brokerage commissions and ... | $614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,514 | $68,904-18.0% | $169,463-66.7% | $68,904-18.0% |
| Participation rate | 36.7% | 74.1%-37.4pp | 77.8%-41.1pp | 74.1%-37.4pp |
| Annual return | -4.18% | 1.07%-5.3pp | 1.83%-6.0pp | 1.07%-5.3pp |
| Employer contribution / active EE | $655 | $2,540-74.2% | $4,159-84.2% | $2,540-74.2% |
| Participant deferral / active EE | $1,390 | $4,015-65.4% | $5,277-73.7% | $4,015-65.4% |
| Admin fee / account holder | $28 | $71-60.2% | $9,109-99.7% | $71-60.2% |