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-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 49 401 BROADHOLLOW RD · MELVILLE, NY 11747 | 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 | $48,098 | $29,660+62.2% | $56,411-14.7% | $80,856-40.5% |
| Participation rate | 47.7% | 41.6%+6.1pp | 52.5%-4.7pp | 67.6%-19.9pp |
| Annual return | 14.56% | 35.23%-20.7pp | 1701.33%-1686.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,479 | $669+270.3% | $1,039+138.6% | $2,755-10.0% |
| Participant deferral / active EE | $8,054 | $1,226+556.9% | $1,952+312.6% | $4,296+87.5% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |