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 |
|---|---|---|
PAI2 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $15,336 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 10100 INNOVATION DR. · MIAMISBURG, OH 45342 | Advisory (Plan) | $12,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,961 | $84,487-89.4% | $125,339-92.9% | $66,914-86.6% |
| Participation rate | 59.4% | 76.4%-17.0pp | 82.4%-23.0pp | 69.8%-10.4pp |
| Annual return | -17.19% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,944 | $6,781-41.8% | $7,446-47.0% | $4,237-6.9% |
| Admin fee / account holder | $141 | $685-79.3% | $10,010-98.6% | $593-76.2% |