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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 26 · EIN 23-2384840 | Advisory (Participants) | $0 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,774 | $91,407+237.8% | $135,903+127.2% | $71,457+332.1% |
| Participation rate | 77.9% | 75.7%+2.2pp | 81.9%-4.0pp | 67.9%+10.0pp |
| Annual return | 15.93% | 29.90%-14.0pp | 68.23%-52.3pp | 28.85%-12.9pp |
| Employer contribution / active EE | $6,359 | $3,703+71.7% | $4,856+31.0% | $2,588+145.8% |
| Participant deferral / active EE | $7,380 | $7,092+4.1% | $7,758-4.9% | $4,289+72.1% |
| Admin fee / account holder | $174 | $1,266-86.3% | $10,762-98.4% | $1,587-89.0% |