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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $33,782 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,275 |
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 | $82,646 | $92,971-11.1% | $96,683-14.5% | $74,419+11.1% |
| Participation rate | 41.2% | 71.5%-30.4pp | 74.3%-33.2pp | 70.7%-29.6pp |
| Annual return | 15.12% | 37.49%-22.4pp | 35.69%-20.6pp | 34.38%-19.3pp |
| Employer contribution / active EE | $519 | $3,426-84.8% | $3,737-86.1% | $2,637-80.3% |
| Participant deferral / active EE | $3,200 | $3,970-19.4% | $4,878-34.4% | $4,528-29.3% |
| Admin fee / account holder | -$33 | $633-105.1% | $6,730-100.5% | $348-109.3% |