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 9-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.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $24,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,017 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,986 | $46,292+27.4% | $143,757-59.0% | $64,808-9.0% |
| Participation rate | 24.1% | 64.2%-40.1pp | 80.3%-56.2pp | 71.5%-47.4pp |
| Annual return | -15.48% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $139 | $1,910-92.7% | $4,951-97.2% | $2,506-94.5% |
| Participant deferral / active EE | $1,541 | $2,646-41.8% | $5,637-72.7% | $4,310-64.3% |
| Admin fee / account holder | $209 | $154+36.1% | $14,673-98.6% | $188+11.4% |