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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,044 | $80,753-76.4% | $136,294-86.0% | $62,292-69.4% |
| Participation rate | 46.2% | 73.5%-27.3pp | 81.9%-35.7pp | 69.5%-23.3pp |
| Annual return | 20.82% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,386 | $5,164-34.4% | $6,247-45.8% | $3,169+6.8% |
| Admin fee / account holder | $27 | $525-94.9% | $9,243-99.7% | $479-94.4% |