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.6+ years Service code 49 · EIN 41-0449260 | Other Services | $53,830 |
NOVA 401(K) ASSOCIATES6+ years Filed as: NOVA 401K ASSOCIATES Service code 11 · EIN 20-1181458 | Actuarial | $16,100 |
GUTIERREZ, MARTINEZ & CO LLP6+ years Service code 10 · EIN 46-4553305 | Accounting | $15,000 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 23.74% | 30.31%-6.6pp | 14.84%+8.9pp | 11.84%+11.9pp |
| Employer contribution / active EE | $7,005 | $21,473-67.4% | $37,950-81.5% | $17,339-59.6% |
| Participant deferral / active EE | $315 | $1,883-83.3% | $127+147.3% | $683-53.9% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |