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 64 · EIN 71-0294708 | Recordkeeping Fees | $27,206 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $9,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,104 | $82,917-46.8% | $103,333-57.3% | $77,643-43.2% |
| Participation rate | 37.4% | 71.6%-34.2pp | 74.5%-37.1pp | 70.6%-33.2pp |
| Annual return | 15.27% | 19.13%-3.9pp | 24.88%-9.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,637 | $3,552-53.9% | $3,868-57.7% | $2,726-39.9% |
| Participant deferral / active EE | $3,049 | $4,108-25.8% | $5,057-39.7% | $4,647-34.4% |
| Admin fee / account holder | $183 | $638-71.3% | $8,355-97.8% | $430-57.5% |