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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $30,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,176 |
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 | $38,965 | $50,982-23.6% | $154,803-74.8% | $85,563-54.5% |
| Participation rate | 55.8% | 59.8%-4.0pp | 78.1%-22.3pp | 66.0%-10.2pp |
| Annual return | 18.43% | 30.35%-11.9pp | 58.88%-40.5pp | 31.51%-13.1pp |
| Employer contribution / active EE | $169 | $1,708-90.1% | $4,305-96.1% | $2,654-93.6% |
| Participant deferral / active EE | $1,887 | $2,474-23.7% | $5,540-65.9% | $4,375-56.9% |
| Admin fee / account holder | $135 | $846-84.1% | $14,329-99.1% | $834-83.8% |