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 6-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 ADVISORS, LLC Service code 26 · EIN 48-1305000 | Advisory (Participants) | $10,634 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 15 · EIN 23-3038464 | Recordkeeping | $6,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,354 | $30,086-29.0% | $61,373-65.2% | $64,808-67.1% |
| Participation rate | 30.7% | 36.4%-5.7pp | 52.6%-21.9pp | 71.5%-40.8pp |
| Annual return | -15.45% | -13.99%-1.5pp | 338.61%-354.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $431 | $536-19.6% | $1,159-62.8% | $2,506-82.8% |
| Participant deferral / active EE | $779 | $1,126-30.8% | $2,125-63.3% | $4,310-81.9% |
| Admin fee / account holder | $170 | $148+15.0% | $2,130-92.0% | $188-9.3% |