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.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $33,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,019 |
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 | $74,914 | $106,236-29.5% | $112,228-33.2% | $64,808+15.6% |
| Participation rate | 42.5% | 71.7%-29.1pp | 75.1%-32.5pp | 71.5%-28.9pp |
| Annual return | -16.95% | -6.02%-10.9pp | 27.45%-44.4pp | 32.82%-49.8pp |
| Employer contribution / active EE | $516 | $3,166-83.7% | $3,635-85.8% | $2,506-79.4% |
| Participant deferral / active EE | $3,351 | $3,785-11.5% | $4,728-29.1% | $4,310-22.3% |
| Admin fee / account holder | -$18 | $452-103.9% | $6,410-100.3% | $188-109.4% |