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 26 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Advisory (Participants) | $47,219 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $34,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,437 | $50,815-46.0% | $155,509-82.4% | $77,643-64.7% |
| Participation rate | 61.8% | 63.1%-1.3pp | 78.2%-16.4pp | 70.6%-8.8pp |
| Annual return | 14.53% | 34.80%-20.3pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $523 | $1,993-73.8% | $4,672-88.8% | $2,726-80.8% |
| Participant deferral / active EE | $4,078 | $2,822+44.5% | $5,626-27.5% | $4,647-12.3% |
| Admin fee / account holder | $98 | $437-77.6% | $15,912-99.4% | $430-77.3% |