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 13 · EIN 42-0127290 | Contract Administrator | $21,318 |
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,671 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,432 | $121,341+18.2% | $189,513-24.3% | $79,386+80.7% |
| Participation rate | 98.8% | 86.1%+12.6pp | 87.8%+10.9pp | 70.7%+28.0pp |
| Annual return | 11.09% | 21.08%-10.0pp | 555.15%-544.1pp | 116.85%-105.8pp |
| Employer contribution / active EE | $6,331 | $3,915+61.7% | $6,162+2.8% | $2,427+160.8% |
| Participant deferral / active EE | $6,592 | $6,395+3.1% | $8,221-19.8% | $4,046+62.9% |
| Admin fee / account holder | $180 | $651-72.4% | $12,045-98.5% | $626-71.3% |