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.1+ years Filed as: WELLS FARGO/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Trustee (individual) | $188,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,838 | $71,957-15.5% | $67,652-10.1% | $59,188+2.8% |
| Participation rate | 67.0% | 82.7%-15.6pp | 75.7%-8.6pp | 69.4%-2.4pp |
| Annual return | 0.35% | 8.53%-8.2pp | 6625.04%-6624.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,238 | $2,432-49.1% | $2,266-45.3% | $2,098-41.0% |
| Participant deferral / active EE | $2,641 | $4,211-37.3% | $3,560-25.8% | $3,265-19.1% |
| Admin fee / account holder | $229 | $64+257.4% | $4,821-95.2% | $92+148.7% |