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 |
|---|---|---|
PAI1 year Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $11,383 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 10100 INNOVATION DR. · MIAMISBURG, OH 45342 | Advisory (Plan) | $10,574 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,387 | $104,475-88.1% | $159,436-92.2% | $79,386-84.4% |
| Participation rate | 59.8% | 76.6%-16.8pp | 82.8%-23.1pp | 70.7%-10.9pp |
| Annual return | 13.88% | 67.95%-54.1pp | 263.57%-249.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $222 | $3,417-93.5% | $4,829-95.4% | $2,427-90.9% |
| Participant deferral / active EE | $3,708 | $6,467-42.7% | $7,352-49.6% | $4,046-8.3% |
| Admin fee / account holder | $147 | $711-79.3% | $10,799-98.6% | $626-76.5% |