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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,470 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 55 · EIN 34-1542819 | Other Commissions | $450 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,269 | $46,732-50.2% | $156,549-85.1% | $55,167-57.8% |
| Participation rate | 74.8% | 65.8%+9.0pp | 84.0%-9.2pp | 69.0%+5.8pp |
| Annual return | 8.73% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,116 | $2,105+0.5% | $5,501-61.5% | $1,963+7.8% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $15 | $418-96.4% | $13,027-99.9% | $504-97.0% |