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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,527 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $17,536 |
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 | $5,799 | $37,213-84.4% | $156,549-96.3% | $63,975-90.9% |
| Participation rate | 73.1% | 65.0%+8.1pp | 84.0%-10.9pp | 71.1%+2.0pp |
| Annual return | 10.09% | 47.89%-37.8pp | 32.23%-22.1pp | 48.65%-38.6pp |
| Employer contribution / active EE | $199 | $1,357-85.4% | $5,501-96.4% | $2,182-90.9% |
| Participant deferral / active EE | $1,269 | $2,070-38.7% | $4,871-74.0% | $3,356-62.2% |
| Admin fee / account holder | $28 | $56-50.7% | $13,027-99.8% | $70-60.6% |