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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $26,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,628 | $91,517-15.2% | $101,248-23.3% | $73,409+5.7% |
| Participation rate | 39.1% | 73.8%-34.7pp | 75.8%-36.7pp | 72.2%-33.1pp |
| Annual return | 11.59% | 17.17%-5.6pp | 46.47%-34.9pp | 59.29%-47.7pp |
| Employer contribution / active EE | $490 | $2,877-83.0% | $3,660-86.6% | $2,234-78.1% |
| Participant deferral / active EE | $2,664 | $3,338-20.2% | $4,370-39.0% | $3,805-30.0% |
| Admin fee / account holder | $8 | $216-96.3% | $5,945-99.9% | $158-95.0% |