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 ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $64,759 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,388 |
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 | $111,263 | $89,436+24.4% | $164,813-32.5% | $77,643+43.3% |
| Participation rate | 60.8% | 78.6%-17.8pp | 78.6%-17.8pp | 70.6%-9.8pp |
| Annual return | 14.22% | 28.83%-14.6pp | 69.93%-55.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,033 | $2,569-20.8% | $4,341-53.2% | $2,726-25.4% |
| Participant deferral / active EE | $4,398 | $4,897-10.2% | $6,031-27.1% | $4,647-5.4% |
| Admin fee / account holder | $267 | $339-21.5% | $12,690-97.9% | $430-38.1% |