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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $33,199 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 99 | Other Fees | $7,884 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,959 | $65,435+25.3% | $86,677-5.4% | $66,914+22.5% |
| Participation rate | 42.3% | 75.5%-33.2pp | 76.6%-34.3pp | 69.8%-27.5pp |
| Annual return | -11.67% | -10.89%-0.8pp | 35.91%-47.6pp | 1.58%-13.3pp |
| Employer contribution / active EE | $326 | $2,153-84.9% | $2,836-88.5% | $2,544-87.2% |
| Participant deferral / active EE | $2,687 | $4,100-34.5% | $4,656-42.3% | $4,237-36.6% |
| Admin fee / account holder | $391 | $642-39.1% | $7,493-94.8% | $593-34.2% |