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 6-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.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $8,021 |
Filed as: BENEFIT PLANS PLUS LLC Service code 49 | Other Services | $1,477 |
MORNINGSTAR2 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $523 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $504 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,910 | $61,272-47.9% | $149,673-78.7% | $71,457-55.3% |
| Participation rate | 55.4% | 62.5%-7.1pp | 78.8%-23.3pp | 67.9%-12.5pp |
| Annual return | 30.58% | 35.85%-5.3pp | 134.42%-103.8pp | 28.85%+1.7pp |
| Employer contribution / active EE | $1,575 | $2,378-33.8% | $4,818-67.3% | $2,588-39.1% |
| Participant deferral / active EE | $3,354 | $2,917+15.0% | $5,680-41.0% | $4,289-21.8% |
| Admin fee / account holder | $100 | $1,261-92.0% | $13,210-99.2% | $1,587-93.7% |