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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $25,000 |
PRAGER METIS CPAS, LLC3 years Filed as: PRAGER METIS CPA'S, LLC Service code 10 14 PENN PLAZA · NEW YORK, NY 10122 | Accounting | $19,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,060 | $44,764+43.1% | $68,791-6.9% | $64,808-1.2% |
| Participation rate | 60.1% | 64.8%-4.6pp | 69.0%-8.9pp | 71.5%-11.3pp |
| Annual return | -14.06% | -10.91%-3.2pp | -6.38%-7.7pp | 32.82%-46.9pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,280 | $3,238+32.2% | $3,941+8.6% | $4,310-0.7% |
| Admin fee / account holder | $105 | $151-30.5% | $4,932-97.9% | $188-44.0% |