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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,750 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $7,554 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,684 | $51,197+6.8% | $82,719-33.9% | $66,914-18.3% |
| Participation rate | 41.9% | 67.8%-25.9pp | 72.6%-30.7pp | 69.8%-27.9pp |
| Annual return | -15.76% | -9.64%-6.1pp | 701.18%-716.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $325 | $2,611-87.6% | $3,009-89.2% | $2,544-87.2% |
| Participant deferral / active EE | $2,025 | $3,458-41.4% | $4,395-53.9% | $4,237-52.2% |
| Admin fee / account holder | $282 | $416-32.2% | $5,329-94.7% | $593-52.5% |