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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,376 | $46,292-25.7% | $143,757-76.1% | $64,808-47.0% |
| Participation rate | 59.6% | 64.2%-4.6pp | 80.3%-20.7pp | 71.5%-11.8pp |
| Annual return | -12.28% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $1,031 | $1,910-46.0% | $4,951-79.2% | $2,506-58.8% |
| Participant deferral / active EE | $2,513 | $2,646-5.0% | $5,637-55.4% | $4,310-41.7% |
| Admin fee / account holder | $17 | $154-89.0% | $14,673-99.9% | $188-91.0% |