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.3 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $13,041 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $12,170 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,581 | $91,407-55.6% | $135,903-70.1% | $71,457-43.2% |
| Participation rate | 53.7% | 75.7%-22.0pp | 81.9%-28.2pp | 67.9%-14.2pp |
| Annual return | 24.37% | 29.90%-5.5pp | 68.23%-43.9pp | 28.85%-4.5pp |
| Employer contribution / active EE | $2,378 | $3,703-35.8% | $4,856-51.0% | $2,588-8.1% |
| Participant deferral / active EE | $6,198 | $7,092-12.6% | $7,758-20.1% | $4,289+44.5% |
| Admin fee / account holder | $140 | $1,266-88.9% | $10,762-98.7% | $1,587-91.2% |