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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,779 |
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 | $69,169 | $72,012-3.9% | $185,823-62.8% | $79,858-13.4% |
| Participation rate | 64.4% | 65.8%-1.3pp | 78.0%-13.6pp | 69.6%-5.2pp |
| Annual return | 16.98% | 23.12%-6.1pp | 35.95%-19.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $88 | $1,965-95.5% | $4,087-97.9% | $2,471-96.4% |
| Participant deferral / active EE | $2,179 | $3,779-42.3% | $5,632-61.3% | $3,740-41.7% |
| Admin fee / account holder | $125 | $4,513-97.2% | $9,500-98.7% | $5,306-97.6% |