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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $6,326 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,919 | $69,362-67.0% | $101,248-77.4% | $73,488-68.8% |
| Participation rate | 75.7% | 68.4%+7.3pp | 75.8%-0.1pp | 70.7%+5.0pp |
| Annual return | 8.36% | 18.46%-10.1pp | 46.47%-38.1pp | 28.51%-20.2pp |
| Employer contribution / active EE | $480 | $2,628-81.7% | $3,660-86.9% | $2,270-78.8% |
| Participant deferral / active EE | $1,728 | $3,300-47.6% | $4,370-60.5% | $3,740-53.8% |
| Admin fee / account holder | $26 | $704-96.3% | $5,945-99.6% | $513-94.9% |