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 7-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,206 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $47,661 | $55,415-14.0% | $155,509-69.4% | $74,495-36.0% |
| Participation rate | 44.5% | 61.9%-17.4pp | 78.2%-33.7pp | 67.2%-22.7pp |
| Annual return | -3.97% | 268.50%-272.5pp | 64.67%-68.6pp | 1364.94%-1368.9pp |
| Employer contribution / active EE | $799 | $2,267-64.7% | $4,672-82.9% | $2,623-69.5% |
| Participant deferral / active EE | $1,657 | $2,836-41.6% | $5,626-70.6% | $4,346-61.9% |
| Admin fee / account holder | $160 | $1,738-90.8% | $15,912-99.0% | $1,942-91.8% |