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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $9,151 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,714 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,367 | $56,972+83.2% | $182,532-42.8% | $65,185+60.1% |
| Participation rate | 47.0% | 66.5%-19.5pp | 78.0%-31.0pp | 70.2%-23.2pp |
| Annual return | 23.38% | 27.67%-4.3pp | 148.54%-125.2pp | 29.38%-6.0pp |
| Employer contribution / active EE | $628 | $1,615-61.1% | $4,076-84.6% | $2,177-71.1% |
| Participant deferral / active EE | $3,330 | $3,526-5.6% | $5,524-39.7% | $3,514-5.2% |
| Admin fee / account holder | $165 | $528-68.8% | $8,592-98.1% | $847-80.6% |