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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,317 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $5,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,358 | $55,002-83.0% | $59,878-84.4% | $56,287-83.4% |
| Participation rate | 56.4% | 75.9%-19.5pp | 74.7%-18.3pp | 69.9%-13.5pp |
| Annual return | 6.88% | 1.13%+5.7pp | 3.46%+3.4pp | -9.96%+16.8pp |
| Employer contribution / active EE | $758 | $2,448-69.0% | $2,722-72.1% | $2,111-64.1% |
| Participant deferral / active EE | $1,330 | $3,121-57.4% | $3,402-60.9% | $3,350-60.3% |
| Admin fee / account holder | $117 | $236-50.2% | $3,590-96.7% | $521-77.5% |