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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $6,250 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,788 |
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.
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 | $70,443 | $49,693+41.8% | $70,515-0.1% | $74,419-5.3% |
| Participation rate | 57.3% | 64.7%-7.3pp | 68.3%-11.0pp | 70.7%-13.4pp |
| Annual return | 14.66% | 21.22%-6.6pp | 32.77%-18.1pp | 34.38%-19.7pp |
| Employer contribution / active EE | $0 | $1,773-100.0% | $2,973-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,813 | $3,376+13.0% | $4,567-16.5% | $4,528-15.8% |
| Admin fee / account holder | $17 | $316-94.6% | $6,412-99.7% | $348-95.1% |