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 |
|---|---|---|
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 49 287 TUMPIKE ROAD STE 250 · WESTBOROUGH, MA 01581 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,386 | $39,286+28.3% | $80,716-37.6% | $79,386-36.5% |
| Participation rate | 45.6% | 41.0%+4.6pp | 54.2%-8.6pp | 70.7%-25.1pp |
| Annual return | 15.49% | 98.95%-83.5pp | 87.28%-71.8pp | 116.85%-101.4pp |
| Employer contribution / active EE | $300 | $594-49.4% | $1,160-74.1% | $2,427-87.6% |
| Participant deferral / active EE | $1,073 | $1,264-15.1% | $2,146-50.0% | $4,046-73.5% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |