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.1 year Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $13,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,605 | $42,396-56.1% | $67,313-72.4% | $56,287-66.9% |
| Participation rate | 38.5% | 61.0%-22.5pp | 69.1%-30.6pp | 69.9%-31.4pp |
| Annual return | -1.92% | -36.63%+34.7pp | -4.08%+2.2pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $489 | $2,360-79.3% | $3,568-86.3% | $3,350-85.4% |
| Admin fee / account holder | $194 | $510-62.0% | $4,507-95.7% | $521-62.8% |