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.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $47,807 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,988 |
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 | $87,555 | $95,880-8.7% | $107,525-18.6% | $85,563+2.3% |
| Participation rate | 39.9% | 70.1%-30.2pp | 75.1%-35.2pp | 66.0%-26.1pp |
| Annual return | 11.92% | 68.06%-56.1pp | 181.32%-169.4pp | 31.51%-19.6pp |
| Employer contribution / active EE | $488 | $3,812-87.2% | $3,754-87.0% | $2,654-81.6% |
| Participant deferral / active EE | $3,393 | $4,201-19.2% | $5,116-33.7% | $4,375-22.4% |
| Admin fee / account holder | -$20 | $1,025-102.0% | $8,919-100.2% | $834-102.4% |