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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,374 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 56-0276690 | Advisory (Plan) | $15,511 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,325 | $40,174+112.4% | $84,015+1.6% | $67,579+26.3% |
| Participation rate | 30.7% | 62.7%-32.0pp | 69.0%-38.3pp | 71.3%-40.6pp |
| Annual return | 17.29% | 25.82%-8.5pp | 71.31%-54.0pp | 378.56%-361.3pp |
| Employer contribution / active EE | $463 | $808-42.6% | $1,983-76.6% | $2,148-78.4% |
| Participant deferral / active EE | $1,595 | $2,301-30.7% | $3,239-50.8% | $3,539-54.9% |
| Admin fee / account holder | $348 | $128+171.0% | $6,101-94.3% | $142+144.4% |