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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $9,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,258 | $63,745+5.5% | $98,442-31.7% | $79,386-15.3% |
| Participation rate | 51.4% | 69.9%-18.5pp | 73.3%-21.9pp | 70.7%-19.3pp |
| Annual return | 8.79% | 625.80%-617.0pp | 1492.73%-1483.9pp | 116.85%-108.1pp |
| Employer contribution / active EE | $344 | $2,557-86.6% | $2,960-88.4% | $2,427-85.8% |
| Participant deferral / active EE | $1,967 | $3,303-40.5% | $4,276-54.0% | $4,046-51.4% |
| Admin fee / account holder | $260 | $516-49.7% | $5,949-95.6% | $626-58.6% |