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 Service code 15 · EIN 94-1347393 | Recordkeeping | $56,579 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS, INC. Service code 50 · EIN 43-1451524 | Direct Payment | $13,500 |
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 | $76,150 | $43,411+75.4% | $94,993-19.8% | $69,631+9.4% |
| Participation rate | 54.9% | 64.4%-9.5pp | 73.9%-18.9pp | 70.7%-15.7pp |
| Annual return | 17.49% | 22.54%-5.0pp | 27.12%-9.6pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $883 | $1,202-26.5% | $2,603-66.1% | $2,032-56.5% |
| Participant deferral / active EE | $2,378 | $2,384-0.3% | $3,317-28.3% | $3,224-26.2% |
| Admin fee / account holder | $230 | $87+163.0% | $4,960-95.4% | $110+107.8% |