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 | $17,864 |
KINNER & COMPANY, LTD2+ years Service code 10 · EIN 46-0400356 | Accounting | $6,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,663 | $51,466+21.8% | $78,778-20.5% | $62,292+0.6% |
| Participation rate | 49.5% | 59.8%-10.3pp | 69.2%-19.7pp | 69.5%-20.0pp |
| Annual return | 16.85% | 19.96%-3.1pp | 35.62%-18.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $745 | $827-10.0% | $1,986-62.5% | $2,042-63.5% |
| Participant deferral / active EE | $1,661 | $2,147-22.6% | $2,958-43.9% | $3,169-47.6% |
| Admin fee / account holder | $247 | $489-49.6% | $5,134-95.2% | $479-48.5% |