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.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $22,409 |
Service code 37 · EIN 04-2647786 | Loan Processing | $919 |
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 | $71,016 | $47,126+50.7% | $149,673-52.6% | $74,419-4.6% |
| Participation rate | 22.6% | 63.4%-40.8pp | 78.8%-56.1pp | 70.7%-48.1pp |
| Annual return | 18.62% | 22.75%-4.1pp | 134.42%-115.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $135 | $1,905-92.9% | $4,818-97.2% | $2,637-94.9% |
| Participant deferral / active EE | $1,422 | $2,728-47.9% | $5,680-75.0% | $4,528-68.6% |
| Admin fee / account holder | $188 | $343-45.1% | $13,210-98.6% | $348-45.9% |