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 8-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.7 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $81,869 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,958 |
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 | $63,352 | $104,919-39.6% | $116,228-45.5% | $85,563-26.0% |
| Participation rate | 64.3% | 78.6%-14.3pp | 74.6%-10.3pp | 66.0%-1.7pp |
| Annual return | 16.14% | 15.38%+0.8pp | 90.06%-73.9pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,899 | $3,485-45.5% | $2,994-36.6% | $2,654-28.4% |
| Participant deferral / active EE | $4,182 | $5,306-21.2% | $4,953-15.6% | $4,375-4.4% |
| Admin fee / account holder | $226 | $429-47.3% | $11,989-98.1% | $834-73.0% |