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 7-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.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $15,742 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,595 | $96,484-88.0% | $156,263-92.6% | $74,304-84.4% |
| Participation rate | 93.8% | 67.7%+26.1pp | 78.9%+14.9pp | 60.3%+33.4pp |
| Annual return | 16.82% | 17.73%-0.9pp | 59.47%-42.6pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,422 | $2,528-43.8% | $4,333-67.2% | $2,241-36.6% |
| Participant deferral / active EE | $2,028 | $4,286-52.7% | $6,158-67.1% | $3,767-46.2% |
| Admin fee / account holder | $51 | $3,728-98.6% | $14,255-99.6% | $2,969-98.3% |