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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $40,446 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,635 | $51,288-87.1% | $81,983-91.9% | $73,409-91.0% |
| Participation rate | 83.1% | 64.0%+19.1pp | 69.2%+13.8pp | 72.2%+10.9pp |
| Annual return | 13.52% | 29.48%-16.0pp | 41.31%-27.8pp | 59.29%-45.8pp |
| Employer contribution / active EE | $91 | $1,487-93.9% | $2,498-96.4% | $2,234-95.9% |
| Participant deferral / active EE | $1,566 | $2,715-42.3% | $3,722-57.9% | $3,805-58.8% |
| Admin fee / account holder | $48 | $125-62.0% | $5,664-99.2% | $158-69.8% |