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.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $25,000 |
PRAGER METIS CPAS, LLC2 years Filed as: PRAGER METIS CPA'S, LLC Service code 10 14 PENN PLAZA · NEW YORK, NY 10122 | Accounting | $15,450 |
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,064 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,139 | $58,347+25.4% | $85,682-14.6% | $86,799-15.7% |
| Participation rate | 63.4% | 64.9%-1.5pp | 69.9%-6.4pp | 72.3%-8.9pp |
| Annual return | 11.28% | 18.43%-7.2pp | 21.49%-10.2pp | 97.91%-86.6pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,618-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,246 | $3,065+38.5% | $3,923+8.2% | $4,131+2.8% |
| Admin fee / account holder | $92 | $147-37.7% | $6,873-98.7% | $170-45.8% |