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 6-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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $10,427 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,540 | $65,435-54.9% | $86,677-65.9% | $66,914-55.9% |
| Participation rate | 38.5% | 75.5%-37.0pp | 76.6%-38.1pp | 69.8%-31.3pp |
| Annual return | -21.26% | -10.89%-10.4pp | 35.91%-57.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $1,165 | $2,153-45.9% | $2,836-58.9% | $2,544-54.2% |
| Participant deferral / active EE | $2,174 | $4,100-47.0% | $4,656-53.3% | $4,237-48.7% |
| Admin fee / account holder | $17 | $642-97.3% | $7,493-99.8% | $593-97.1% |