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 9-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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,825 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,440 | $50,637-83.3% | $86,590-90.3% | $62,292-86.5% |
| Participation rate | 19.5% | 67.9%-48.4pp | 73.5%-54.1pp | 69.5%-50.0pp |
| Annual return | 14.88% | 20.80%-5.9pp | 964.84%-950.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $74 | $2,075-96.4% | $2,839-97.4% | $2,042-96.4% |
| Participant deferral / active EE | $231 | $2,611-91.2% | $3,609-93.6% | $3,169-92.7% |
| Admin fee / account holder | $64 | $413-84.6% | $4,906-98.7% | $479-86.7% |