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.2+ years Service code 37 · EIN 94-1347393 210 MAIN ST · DANBURY, CT 06810 | Loan Processing | $282,235 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORP Service code 70 · EIN 06-1685865 20 CHURCH ST · HARTFORD, CT 06103 | Consulting Fees | $50,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,240 | $70,106-36.9% | $80,975-45.4% | $63,975-30.8% |
| Participation rate | 49.8% | 79.4%-29.6pp | 75.8%-26.0pp | 71.1%-21.3pp |
| Annual return | 4.21% | 13.93%-9.7pp | 17.10%-12.9pp | 48.65%-44.4pp |
| Employer contribution / active EE | $651 | $2,042-68.1% | $3,714-82.5% | $2,182-70.2% |
| Participant deferral / active EE | $1,772 | $5,245-66.2% | $5,696-68.9% | $3,356-47.2% |
| Admin fee / account holder | $106 | $57+85.4% | $5,516-98.1% | $70+50.1% |