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.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,563 | $56,629+21.1% | $77,999-12.1% | $55,167+24.3% |
| Participation rate | 62.1% | 73.3%-11.2pp | 75.5%-13.4pp | 69.0%-6.8pp |
| Annual return | 5.86% | 2866.98%-2861.1pp | 425.96%-420.1pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,427 | $1,723+40.8% | $2,470-1.8% | $1,963+23.7% |
| Participant deferral / active EE | $1,679 | $2,777-39.6% | $3,497-52.0% | $3,054-45.0% |
| Admin fee / account holder | $292 | $467-37.3% | $5,480-94.7% | $504-42.0% |