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, LLC Service code 99 · EIN 34-1542819 | Other Fees | $15,633 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,950 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,548 | $81,908-32.2% | $90,749-38.8% | $64,808-14.3% |
| Participation rate | 33.7% | 80.5%-46.7pp | 75.7%-42.0pp | 71.5%-37.7pp |
| Annual return | -15.55% | -12.53%-3.0pp | -12.16%-3.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $935 | $3,065-69.5% | $2,921-68.0% | $2,506-62.7% |
| Participant deferral / active EE | $1,615 | $4,840-66.6% | $4,564-64.6% | $4,310-62.5% |
| Admin fee / account holder | $30 | $157-80.8% | $8,445-99.6% | $188-84.0% |