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 THOMAS, LLC3 years Filed as: WELLS THOMAS LLC Service code 49 · EIN 26-0228640 | Other Services | $9,315 |
Filed as: VOYA RETIRMENT INSURANCE AND ANNUIT Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,941 | $55,415+219.3% | $155,509+13.8% | $74,495+137.5% |
| Participation rate | 68.1% | 61.9%+6.2pp | 78.2%-10.0pp | 67.2%+0.9pp |
| Annual return | 13.73% | 268.50%-254.8pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,941 | $2,267+73.8% | $4,672-15.6% | $2,623+50.3% |
| Participant deferral / active EE | $12,993 | $2,836+358.2% | $5,626+130.9% | $4,346+199.0% |
| Admin fee / account holder | $6 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |