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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $9,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,182 | $62,132+66.1% | $185,823-44.5% | $73,488+40.4% |
| Participation rate | 52.3% | 67.8%-15.6pp | 78.0%-25.8pp | 70.7%-18.4pp |
| Annual return | 11.27% | 20.44%-9.2pp | 35.95%-24.7pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,092 | $1,681-35.1% | $4,087-73.3% | $2,270-51.9% |
| Participant deferral / active EE | $4,024 | $3,711+8.4% | $5,632-28.6% | $3,740+7.6% |
| Admin fee / account holder | $157 | $419-62.5% | $9,500-98.3% | $513-69.4% |