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.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $11,361 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $6,579 |
Service code 13 25 MERCHANT ST., STE. 135 · CINCINNATI, OH 45246 | Contract Administrator | $3,131 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $80 |
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 | $38,650 | $52,519-26.4% | $155,790-75.2% | $59,632-35.2% |
| Participation rate | 55.7% | 61.7%-6.0pp | 76.1%-20.4pp | 68.7%-13.0pp |
| Annual return | -0.36% | 53.51%-53.9pp | 71.54%-71.9pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $309 | $1,589-80.5% | $3,836-91.9% | $2,203-85.9% |
| Participant deferral / active EE | $2,011 | $3,084-34.8% | $4,797-58.1% | $3,192-37.0% |
| Admin fee / account holder | $124 | $3,540-96.5% | $7,478-98.3% | $4,297-97.1% |