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 CLEARING SERVICES, INC. Service code 99 · EIN 34-1542819 | Other Fees | $7,517 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,315 | $81,900-12.9% | $119,609-40.4% | $68,494+4.1% |
| Participation rate | 44.8% | 71.9%-27.1pp | 79.3%-34.4pp | 67.9%-23.1pp |
| Annual return | -18.57% | -23.82%+5.2pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $15 | $2,693-99.4% | $4,232-99.6% | $2,596-99.4% |
| Participant deferral / active EE | $2,124 | $4,148-48.8% | $5,602-62.1% | $4,027-47.3% |
| Admin fee / account holder | $9 | $6,582-99.9% | $10,323-99.9% | $5,403-99.8% |