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 BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $26,692 |
COMERICA BANK2+ years Filed as: COMERICA Service code 28 · EIN 42-1741646 | Investment Management | $5,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,519 | $43,423+46.3% | $78,689-19.3% | $55,167+15.1% |
| Participation rate | 55.6% | 68.0%-12.5pp | 73.6%-18.0pp | 69.0%-13.4pp |
| Annual return | 8.39% | 11.53%-3.1pp | 62.18%-53.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,604 | $2,509+43.7% | $3,517+2.5% | $3,054+18.0% |
| Admin fee / account holder | $160 | $416-61.6% | $4,510-96.5% | $504-68.3% |