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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,044 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,837 | $44,642-19.7% | $91,220-60.7% | $66,914-46.4% |
| Participation rate | 59.0% | 64.9%-5.9pp | 73.2%-14.2pp | 69.8%-10.8pp |
| Annual return | -15.56% | -12.29%-3.3pp | 114.01%-129.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | -$203 | $1,706-111.9% | $2,850-107.1% | $2,544-108.0% |
| Participant deferral / active EE | $2,040 | $3,349-39.1% | $4,234-51.8% | $4,237-51.8% |
| Admin fee / account holder | $273 | $521-47.6% | $5,420-95.0% | $593-53.9% |