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 | $10,369 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,742 | $64,119-41.1% | $112,228-66.4% | $66,914-43.6% |
| Participation rate | 50.9% | 68.5%-17.5pp | 75.1%-24.1pp | 69.8%-18.9pp |
| Annual return | -18.24% | -13.81%-4.4pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,374 | $3,005-54.3% | $3,635-62.2% | $2,544-46.0% |
| Participant deferral / active EE | $2,222 | $3,693-39.8% | $4,728-53.0% | $4,237-47.6% |
| Admin fee / account holder | $23 | $625-96.3% | $6,410-99.6% | $593-96.1% |