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.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 99 | Other Fees | $29,759 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 99 · EIN 34-1542819 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,415 | $82,917-50.1% | $103,333-59.9% | $77,643-46.7% |
| Participation rate | 49.5% | 71.6%-22.1pp | 74.5%-25.1pp | 70.6%-21.1pp |
| Annual return | 13.64% | 19.13%-5.5pp | 24.88%-11.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,483 | $3,552-58.3% | $3,868-61.7% | $2,726-45.6% |
| Participant deferral / active EE | $3,071 | $4,108-25.3% | $5,057-39.3% | $4,647-33.9% |
| Admin fee / account holder | $37 | $638-94.1% | $8,355-99.6% | $430-91.3% |