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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $6,730 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,681 | $76,670-65.2% | $96,683-72.4% | $71,457-62.7% |
| Participation rate | 77.7% | 66.6%+11.1pp | 74.3%+3.3pp | 67.9%+9.7pp |
| Annual return | 13.66% | 48.29%-34.6pp | 35.69%-22.0pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,179 | $3,031-61.1% | $3,737-68.5% | $2,588-54.4% |
| Participant deferral / active EE | $1,974 | $3,771-47.7% | $4,878-59.5% | $4,289-54.0% |
| Admin fee / account holder | $30 | $2,028-98.5% | $6,730-99.6% | $1,587-98.1% |