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 | $4,200 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 55 · EIN 34-1542819 | Other Commissions | $2,034 |
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 | $20,180 | $37,044-45.5% | $71,796-71.9% | $57,658-65.0% |
| Participation rate | 68.3% | 61.1%+7.2pp | 69.1%-0.8pp | 70.2%-1.9pp |
| Annual return | 7.35% | 12.64%-5.3pp | 78.04%-70.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $129 | $720-82.1% | $1,924-93.3% | $1,974-93.5% |
| Participant deferral / active EE | $1,001 | $1,974-49.3% | $2,794-64.2% | $3,061-67.3% |
| Admin fee / account holder | $8 | $101-91.8% | $4,815-99.8% | $95-91.2% |