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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $10,652 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $48,307 | $72,554-33.4% | $138,135-65.0% | $73,488-34.3% |
| Participation rate | 50.0% | 74.8%-24.8pp | 78.7%-28.7pp | 70.7%-20.7pp |
| Annual return | 12.94% | 17.50%-4.6pp | 20.51%-7.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,213 | $3,511-65.5% | $5,587-78.3% | $2,270-46.6% |
| Participant deferral / active EE | $1,655 | $4,908-66.3% | $6,431-74.3% | $3,740-55.7% |
| Admin fee / account holder | $4 | $464-99.2% | $11,856-100.0% | $513-99.3% |