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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,135 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,780 |
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $5,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,489 | $56,503-12.4% | $70,092-29.4% | $64,808-23.6% |
| Participation rate | 60.5% | 70.5%-10.0pp | 70.5%-10.0pp | 71.5%-11.0pp |
| Annual return | -17.09% | -13.44%-3.7pp | 190.73%-207.8pp | 32.82%-49.9pp |
| Employer contribution / active EE | $199 | $2,046-90.3% | $2,559-92.2% | $2,506-92.0% |
| Participant deferral / active EE | $1,670 | $3,389-50.7% | $3,849-56.6% | $4,310-61.3% |
| Admin fee / account holder | $76 | $160-52.8% | $6,267-98.8% | $188-59.7% |