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.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $12,659 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,076 | $76,050-43.4% | $96,544-55.4% | $71,457-39.7% |
| Participation rate | 40.8% | 74.4%-33.6pp | 76.0%-35.2pp | 67.9%-27.1pp |
| Annual return | 26.50% | 22.81%+3.7pp | 25.84%+0.7pp | 28.85%-2.4pp |
| Employer contribution / active EE | $1,540 | $2,244-31.4% | $2,965-48.0% | $2,588-40.5% |
| Participant deferral / active EE | $3,049 | $4,215-27.7% | $4,851-37.2% | $4,289-28.9% |
| Admin fee / account holder | $27 | $2,707-99.0% | $8,252-99.7% | $1,587-98.3% |