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 |
|---|---|---|
BATES CARTER1 year Service code 27 · EIN 20-8004844 | Advisory (Plan) | $7,200 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,264 | $52,884-40.9% | $84,750-63.1% | $55,167-43.3% |
| Participation rate | 42.8% | 67.5%-24.7pp | 76.6%-33.8pp | 69.0%-26.2pp |
| Annual return | 8.41% | 18.03%-9.6pp | 22.78%-14.4pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,536 | $2,233+13.6% | $3,574-29.0% | $1,963+29.2% |
| Participant deferral / active EE | $2,440 | $2,644-7.7% | $3,712-34.3% | $3,054-20.1% |
| Admin fee / account holder | $174 | $581-70.1% | $5,332-96.7% | $504-65.5% |