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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $9,689 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 26 · EIN 61-1732930 | Advisory (Participants) | $1,491 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,400 | $65,435+4.5% | $86,677-21.1% | $66,914+2.2% |
| Participation rate | 42.0% | 75.5%-33.5pp | 76.6%-34.6pp | 69.8%-27.8pp |
| Annual return | -11.02% | -10.89%-0.1pp | 35.91%-46.9pp | 1.58%-12.6pp |
| Employer contribution / active EE | $1,248 | $2,153-42.1% | $2,836-56.0% | $2,544-51.0% |
| Participant deferral / active EE | $2,162 | $4,100-47.3% | $4,656-53.6% | $4,237-49.0% |
| Admin fee / account holder | $508 | $642-20.8% | $7,493-93.2% | $593-14.4% |