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 9-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 | $27,002 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY Service code 49 · EIN 54-0910269 | Other Services | $15,986 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,489 | $91,407-53.5% | $135,903-68.7% | $71,457-40.5% |
| Participation rate | 62.8% | 75.7%-12.8pp | 81.9%-19.1pp | 67.9%-5.1pp |
| Annual return | 16.94% | 29.90%-13.0pp | 68.23%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $3 | $3,703-99.9% | $4,856-99.9% | $2,588-99.9% |
| Participant deferral / active EE | $3,618 | $7,092-49.0% | $7,758-53.4% | $4,289-15.6% |
| Admin fee / account holder | $248 | $1,266-80.4% | $10,762-97.7% | $1,587-84.4% |