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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,733 | $48,076-50.6% | $78,689-69.8% | $62,891-62.3% |
| Participation rate | 52.9% | 65.2%-12.3pp | 73.6%-20.7pp | 69.3%-16.4pp |
| Annual return | -0.18% | 31.35%-31.5pp | 62.18%-62.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $941 | $2,015-53.3% | $2,851-67.0% | $2,281-58.8% |
| Participant deferral / active EE | $1,686 | $2,588-34.8% | $3,517-52.0% | $3,203-47.3% |
| Admin fee / account holder | $4 | $3,207-99.9% | $4,510-99.9% | $4,296-99.9% |