Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,595 | $91,760-87.4% | $156,181-92.6% | $67,986-82.9% |
| Participation rate | 93.8% | 65.0%+28.8pp | 78.8%+14.9pp | 57.2%+36.6pp |
| Annual return | 16.82% | 18.14%-1.3pp | 64.87%-48.1pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,422 | $2,419-41.2% | $4,294-66.9% | $2,019-29.6% |
| Participant deferral / active EE | $2,028 | $3,960-48.8% | $6,132-66.9% | $3,358-39.6% |
| Admin fee / account holder | $51 | $3,949-98.7% | $14,586-99.6% | $3,203-98.4% |