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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $4,633 |
Service code 55 · EIN 38-2722519 | Other Commissions | $2,458 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,923 | $27,641+8.3% | $61,373-51.2% | $68,494-56.3% |
| Participation rate | 38.5% | 39.5%-1.0pp | 52.6%-14.0pp | 67.9%-29.3pp |
| Annual return | -15.78% | -13.24%-2.5pp | 338.61%-354.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $256 | $695-63.2% | $1,159-77.9% | $2,596-90.1% |
| Participant deferral / active EE | $1,232 | $1,263-2.5% | $2,125-42.0% | $4,027-69.4% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |