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.6 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $4,883 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $3,255 |
MORNINGSTAR6 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $974 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $430 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,174 | $82,664-63.5% | $125,339-75.9% | $68,494-55.9% |
| Participation rate | 63.0% | 75.0%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,146 | $3,381-7.0% | $4,814-34.6% | $2,596+21.2% |
| Participant deferral / active EE | $5,707 | $6,110-6.6% | $7,446-23.4% | $4,027+41.7% |
| Admin fee / account holder | $24 | $6,275-99.6% | $10,010-99.8% | $5,403-99.6% |