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) | $23,514 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $11,455 |
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.
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 | $23,950 | $92,971-74.2% | $96,683-75.2% | $74,419-67.8% |
| Participation rate | 34.2% | 71.5%-37.4pp | 74.3%-40.2pp | 70.7%-36.5pp |
| Annual return | 18.28% | 37.49%-19.2pp | 35.69%-17.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,817 | $3,426-47.0% | $3,737-51.4% | $2,637-31.1% |
| Participant deferral / active EE | $3,694 | $3,970-7.0% | $4,878-24.3% | $4,528-18.4% |
| Admin fee / account holder | $97 | $633-84.7% | $6,730-98.6% | $348-72.2% |