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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,579 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $13,035 |
Annual investment return 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.
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 | $28,514 | $69,159-58.8% | $125,175-77.2% | $67,579-57.8% |
| Participation rate | 91.5% | 78.2%+13.3pp | 79.8%+11.7pp | 71.3%+20.2pp |
| Annual return | -2.79% | 27.12%-29.9pp | 43.79%-46.6pp | 378.56%-381.3pp |
| Employer contribution / active EE | $712 | $2,023-64.8% | $3,865-81.6% | $2,148-66.8% |
| Participant deferral / active EE | $1,985 | $3,700-46.3% | $4,937-59.8% | $3,539-43.9% |
| Admin fee / account holder | $112 | $142-21.0% | $9,702-98.8% | $142-21.3% |