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 |
|---|---|---|
Filed as: LINSCO Service code 27 · EIN 95-2834236 | Advisory (Plan) | $27,613 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,218 | $74,347+40.2% | $93,606+11.3% | $67,579+54.2% |
| Participation rate | 58.6% | 80.6%-22.0pp | 75.8%-17.2pp | 71.3%-12.6pp |
| Annual return | 19.77% | 28.07%-8.3pp | 32.76%-13.0pp | 378.56%-358.8pp |
| Employer contribution / active EE | $460 | $2,583-82.2% | $2,718-83.1% | $2,148-78.6% |
| Participant deferral / active EE | $4,370 | $4,060+7.6% | $4,069+7.4% | $3,539+23.5% |
| Admin fee / account holder | $232 | $123+89.5% | $7,888-97.1% | $142+63.3% |