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.3+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $25,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,992 |
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 | $82,666 | $71,883+15.0% | $86,677-4.6% | $68,494+20.7% |
| Participation rate | 36.5% | 72.2%-35.7pp | 76.6%-40.1pp | 67.9%-31.4pp |
| Annual return | -16.12% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,559 | $2,173-28.2% | $2,836-45.0% | $2,596-40.0% |
| Participant deferral / active EE | $3,052 | $3,779-19.2% | $4,656-34.4% | $4,027-24.2% |
| Admin fee / account holder | $467 | $6,112-92.4% | $7,493-93.8% | $5,403-91.4% |