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.2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,036 | $47,126-21.4% | $149,673-75.3% | $74,419-50.2% |
| Participation rate | 43.6% | 63.4%-19.8pp | 78.8%-35.2pp | 70.7%-27.2pp |
| Annual return | 13.26% | 22.75%-9.5pp | 134.42%-121.2pp | 34.38%-21.1pp |
| Employer contribution / active EE | $683 | $1,905-64.2% | $4,818-85.8% | $2,637-74.1% |
| Participant deferral / active EE | $1,768 | $2,728-35.2% | $5,680-68.9% | $4,528-61.0% |
| Admin fee / account holder | $18 | $343-94.7% | $13,210-99.9% | $348-94.7% |