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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,760 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $1,913 |
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 | $20,916 | $33,745-38.0% | $64,105-67.4% | $55,191-62.1% |
| Participation rate | 67.4% | 59.4%+8.0pp | 68.2%-0.8pp | 69.2%-1.8pp |
| Annual return | 0.59% | 4.95%-4.4pp | 791.24%-790.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $130 | $641-79.7% | $1,820-92.9% | $1,899-93.2% |
| Participant deferral / active EE | $1,046 | $1,929-45.8% | $2,822-62.9% | $3,046-65.7% |
| Admin fee / account holder | $6 | $94-93.6% | $4,499-99.9% | $91-93.4% |