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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,967 | $35,183-83.0% | $73,545-91.9% | $70,131-91.5% |
| Participation rate | 63.8% | 42.9%+20.9pp | 54.9%+8.9pp | 69.5%-5.7pp |
| Annual return | 20.68% | 26.90%-6.2pp | -15.16%+35.8pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $566 | $1,220-53.6% | $1,806-68.7% | $3,332-83.0% |
| Admin fee / account holder | $24 | $2,302-98.9% | $2,320-98.9% | $4,645-99.5% |