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 |
|---|---|---|
ASSOCIATED BENEFITS CORPORATION1+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $20,160 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,514 |
DODGE & COX1+ years Filed as: DODGE & COX C/O BOSTON FINANCIAL Service code 28 PO BOX 8422 · BOSTON, MA 022668422 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,869 | $72,770+18.0% | $67,652+26.9% | $55,191+55.6% |
| Participation rate | 65.2% | 78.8%-13.6pp | 75.7%-10.5pp | 69.2%-4.0pp |
| Annual return | 0.70% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,080 | $1,769-39.0% | $2,266-52.3% | $1,899-43.1% |
| Participant deferral / active EE | $2,948 | $3,408-13.5% | $3,560-17.2% | $3,046-3.2% |
| Admin fee / account holder | $134 | $79+69.8% | $4,821-97.2% | $91+47.4% |