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 Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $6,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,837 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,227 | $64,707-59.5% | $112,228-76.6% | $68,494-61.7% |
| Participation rate | 78.4% | 67.2%+11.3pp | 75.1%+3.3pp | 67.9%+10.5pp |
| Annual return | -11.78% | -11.40%-0.4pp | 27.45%-39.2pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,056 | $2,746-61.5% | $3,635-70.9% | $2,596-59.3% |
| Participant deferral / active EE | $2,055 | $3,565-42.4% | $4,728-56.5% | $4,027-49.0% |
| Admin fee / account holder | $39 | $5,232-99.3% | $6,410-99.4% | $5,403-99.3% |