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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $236,689 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,562 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $8,187 |
MOUNTJOY CHILTON MEDLEY LLP2+ years Filed as: MOUNTJOY CHILTON MEDLEY Service code 27 · EIN 27-1235638 | Advisory (Plan) | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,423 | $49,270-64.6% | $156,549-88.9% | $329,111-94.7% |
| Participation rate | 31.9% | 68.1%-36.2pp | 84.0%-52.1pp | 67.9%-35.9pp |
| Annual return | 8.31% | 23.25%-14.9pp | 32.23%-23.9pp | 16.35%-8.0pp |
| Employer contribution / active EE | $188 | $1,534-87.7% | $5,501-96.6% | $2,303-91.8% |
| Participant deferral / active EE | $781 | $2,920-73.3% | $4,871-84.0% | $3,682-78.8% |
| Admin fee / account holder | $71 | $51+39.5% | $13,027-99.5% | $754-90.6% |