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 10-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 Service code 15 · EIN 94-1347393 | Recordkeeping | $6,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,181 | $71,666-92.8% | $117,854-95.6% | $69,631-92.6% |
| Participation rate | 66.2% | 77.5%-11.3pp | 79.7%-13.4pp | 70.7%-4.5pp |
| Annual return | 21.11% | 18.86%+2.3pp | 335.08%-314.0pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $748 | $3,340-77.6% | $4,482-83.3% | $3,224-76.8% |
| Admin fee / account holder | $13 | $120-89.3% | $8,020-99.8% | $110-88.3% |