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 5-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 Service code 15 · EIN 94-1347393 | Recordkeeping | $30,885 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,891 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,273 |
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.
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 | $85,687 | $78,781+8.8% | $100,516-14.8% | $73,409+16.7% |
| Participation rate | 56.9% | 80.0%-23.2pp | 79.4%-22.5pp | 72.2%-15.3pp |
| Annual return | 0.00% | 31.69%-31.7pp | 30.89%-30.9pp | 59.29%-59.3pp |
| Employer contribution / active EE | $128 | $2,420-94.7% | $3,418-96.3% | $2,234-94.3% |
| Participant deferral / active EE | $2,436 | $6,537-62.7% | $6,270-61.1% | $3,805-36.0% |
| Admin fee / account holder | $273 | $145+87.5% | $8,081-96.6% | $158+72.6% |