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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $706,997 |
WRITE ON TARGET1+ years Filed as: WRITE ON TARGET, INC. Service code 38 · EIN 31-1431575 | Participant Communication | $75,012 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $23,426 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 22-2232264 | Consulting | $9,956 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,915 | $84,728-76.5% | $60,547-67.1% | $69,651-71.4% |
| Participation rate | 16.7% | 63.7%-47.0pp | 68.0%-51.2pp | 66.6%-49.9pp |
| Annual return | -2.37% | -1.91%-0.5pp | 335.64%-338.0pp | 53.77%-56.1pp |
| Employer contribution / active EE | $97 | $3,261-97.0% | $2,419-96.0% | $2,241-95.7% |
| Participant deferral / active EE | $356 | $3,056-88.3% | $3,328-89.3% | $3,635-90.2% |
| Admin fee / account holder | $56 | $74-24.8% | $4,536-98.8% | $63-11.9% |