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 28 · EIN 71-0294708 | Investment Management | $13,980 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISOR IN AGENCY Service code 55 | Other Commissions | $1,612 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISOR INS AGENCY Service code 55 ATTNCOMMINSSIONS WF1135 10700 WHEAT · GLEN ALLEN, VA 23060 | Other Commissions | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,806 | $70,667-5.5% | $123,104-45.7% | $52,331+27.7% |
| Participation rate | 66.7% | 83.7%-17.0pp | 86.8%-20.1pp | 68.1%-1.4pp |
| Annual return | 0.87% | 6.23%-5.4pp | 13.22%-12.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $697 | $2,946-76.3% | $5,151-86.5% | $1,882-63.0% |
| Participant deferral / active EE | $3,738 | $4,493-16.8% | $6,230-40.0% | $3,022+23.7% |
| Admin fee / account holder | $15 | $506-97.0% | $9,015-99.8% | $592-97.5% |