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 26 · EIN 71-0294708 | Advisory (Participants) | $21,522 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $10,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,635 | $106,236-74.9% | $112,228-76.3% | $64,808-58.9% |
| Participation rate | 33.7% | 71.7%-37.9pp | 75.1%-41.3pp | 71.5%-37.7pp |
| Annual return | -12.10% | -6.02%-6.1pp | 27.45%-39.5pp | 32.82%-44.9pp |
| Employer contribution / active EE | $1,499 | $3,166-52.7% | $3,635-58.8% | $2,506-40.2% |
| Participant deferral / active EE | $3,091 | $3,785-18.3% | $4,728-34.6% | $4,310-28.3% |
| Admin fee / account holder | $115 | $452-74.6% | $6,410-98.2% | $188-38.8% |