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.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $13,841 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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 | $54,338 | $82,274-34.0% | $152,466-64.4% | $79,386-31.6% |
| Participation rate | 55.0% | 76.4%-21.4pp | 78.2%-23.2pp | 70.7%-15.7pp |
| Annual return | 12.05% | 7959.84%-7947.8pp | 757.33%-745.3pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,315 | $3,613-63.6% | $4,327-69.6% | $2,427-45.8% |
| Participant deferral / active EE | $1,840 | $4,969-63.0% | $5,820-68.4% | $4,046-54.5% |
| Admin fee / account holder | $4 | $632-99.3% | $15,805-100.0% | $626-99.3% |