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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $26,817 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,230 |
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 | $60,072 | $50,815+18.2% | $155,509-61.4% | $77,643-22.6% |
| Participation rate | 34.6% | 63.1%-28.5pp | 78.2%-43.6pp | 70.6%-35.9pp |
| Annual return | 11.67% | 34.80%-23.1pp | 64.67%-53.0pp | 31.24%-19.6pp |
| Employer contribution / active EE | $165 | $1,993-91.7% | $4,672-96.5% | $2,726-93.9% |
| Participant deferral / active EE | $1,879 | $2,822-33.4% | $5,626-66.6% | $4,647-59.6% |
| Admin fee / account holder | $183 | $437-58.0% | $15,912-98.8% | $430-57.4% |