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 Service code 15 · EIN 94-1347393 | Recordkeeping | $1,137 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,075 | $75,183-81.3% | $123,892-88.6% | $55,167-74.5% |
| Participation rate | 49.0% | 72.8%-23.8pp | 81.4%-32.4pp | 69.0%-20.0pp |
| Annual return | -16.23% | 19.01%-35.2pp | 47.52%-63.7pp | 169.23%-185.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,635 | $5,084-28.5% | $5,984-39.3% | $3,054+19.0% |
| Admin fee / account holder | $28 | $663-95.8% | $8,357-99.7% | $504-94.4% |