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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,910 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 49 · EIN 48-1305000 | Other Services | $5,617 |
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 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 | $11,201 | $55,453-79.8% | $170,442-93.4% | $62,292-82.0% |
| Participation rate | 74.1% | 66.4%+7.7pp | 83.6%-9.5pp | 69.5%+4.6pp |
| Annual return | 18.60% | 21.38%-2.8pp | 205.93%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $568 | $2,164-73.8% | $5,433-89.5% | $2,042-72.2% |
| Participant deferral / active EE | $1,688 | $2,303-26.7% | $4,939-65.8% | $3,169-46.7% |
| Admin fee / account holder | $126 | $455-72.3% | $13,880-99.1% | $479-73.7% |