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 ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $35,796 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,831 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,227 | $55,472+6.8% | $155,567-61.9% | $74,546-20.5% |
| Participation rate | 50.9% | 61.9%-11.0pp | 78.2%-27.3pp | 67.2%-16.3pp |
| Annual return | 14.67% | 268.72%-254.0pp | 64.74%-50.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $261 | $2,269-88.5% | $4,674-94.4% | $2,624-90.0% |
| Participant deferral / active EE | $1,181 | $2,838-58.4% | $5,628-79.0% | $4,347-72.8% |
| Admin fee / account holder | $394 | $1,743-77.4% | $15,916-97.5% | $1,944-79.7% |