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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,020 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Other fees; Securities brokerage | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,902 | $39,798+0.3% | $67,711-41.1% | $59,632-33.1% |
| Participation rate | 82.1% | 57.4%+24.7pp | 67.5%+14.6pp | 68.7%+13.4pp |
| Annual return | -0.05% | 89.94%-90.0pp | 25.41%-25.5pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,352 | $1,393+68.9% | $2,559-8.1% | $2,203+6.8% |
| Participant deferral / active EE | $1,892 | $2,335-19.0% | $3,585-47.2% | $3,192-40.7% |
| Admin fee / account holder | $10 | $3,212-99.7% | $4,255-99.8% | $4,297-99.8% |