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 55 · EIN 23-2384840 | Other Commissions | $8,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,255 | $52,639-23.5% | $185,117-78.3% | $62,292-35.4% |
| Participation rate | 56.1% | 63.9%-7.7pp | 77.3%-21.2pp | 69.5%-13.4pp |
| Annual return | 15.96% | 19.57%-3.6pp | 40.50%-24.5pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,752 | $1,483+18.1% | $4,182-58.1% | $2,042-14.2% |
| Participant deferral / active EE | $2,660 | $3,097-14.1% | $5,045-47.3% | $3,169-16.1% |
| Admin fee / account holder | $26 | $374-93.1% | $8,159-99.7% | $479-94.6% |