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 49 · EIN 34-1542819 | Other Services | $16,100 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,235 |
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 | $110,012 | $121,341-9.3% | $189,513-42.0% | $79,386+38.6% |
| Participation rate | 65.4% | 86.1%-20.7pp | 87.8%-22.4pp | 70.7%-5.3pp |
| Annual return | 24.08% | 21.08%+3.0pp | 555.15%-531.1pp | 116.85%-92.8pp |
| Employer contribution / active EE | $1,860 | $3,915-52.5% | $6,162-69.8% | $2,427-23.4% |
| Participant deferral / active EE | $6,935 | $6,395+8.4% | $8,221-15.6% | $4,046+71.4% |
| Admin fee / account holder | $11 | $651-98.4% | $12,045-99.9% | $626-98.3% |