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 | $27,822 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,774 |
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 | $47,465 | $56,485-16.0% | $185,823-74.5% | $86,799-45.3% |
| Participation rate | 38.8% | 65.5%-26.7pp | 81.7%-42.9pp | 72.3%-33.5pp |
| Annual return | 27.65% | 118.04%-90.4pp | 122.05%-94.4pp | 97.91%-70.3pp |
| Employer contribution / active EE | $584 | $1,843-68.3% | $5,167-88.7% | $2,405-75.7% |
| Participant deferral / active EE | $1,189 | $2,553-53.4% | $5,568-78.6% | $4,131-71.2% |
| Admin fee / account holder | $168 | $150+12.4% | $16,237-99.0% | $170-0.8% |