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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $89,800 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $26,331 |
Participant 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 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 | $30,768 | $78,419-60.8% | $133,956-77.0% | $73,409-58.1% |
| Participation rate | 92.3% | 78.6%+13.7pp | 79.8%+12.4pp | 72.2%+20.1pp |
| Annual return | 14.42% | 33.35%-18.9pp | 45.09%-30.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $882 | $2,044-56.8% | $3,919-77.5% | $2,234-60.5% |
| Participant deferral / active EE | $1,994 | $3,925-49.2% | $5,048-60.5% | $3,805-47.6% |
| Admin fee / account holder | $118 | $161-26.8% | $8,927-98.7% | $158-25.2% |