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 Service code 15 · EIN 94-1347393 | Recordkeeping | $57,313 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,819 | $48,166+24.2% | $96,562-38.1% | $93,030-35.7% |
| Participation rate | 25.4% | 65.1%-39.7pp | 69.8%-44.4pp | 73.9%-48.5pp |
| Annual return | 17.95% | 21.31%-3.4pp | 37.78%-19.8pp | 158.70%-140.8pp |
| Employer contribution / active EE | $687 | $1,070-35.8% | $2,356-70.8% | $2,706-74.6% |
| Participant deferral / active EE | $1,558 | $2,576-39.5% | $3,849-59.5% | $4,562-65.8% |
| Admin fee / account holder | $54 | $110-51.2% | $6,181-99.1% | $152-64.5% |