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 year Filed as: WELLS FARGO ADVISORS INS AGENCY Service code 53 3201 N 4TH AVE #3 · SIOUX FALLS, SD 571040700 | Insurance Commissions | $4,962 |
Filed as: DYATECH Service code 15 · EIN 64-0936231 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 391576035 | Recordkeeping | $545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,387 | $54,726-77.4% | $68,793-82.0% | $64,186-80.7% |
| Participation rate | 77.0% | 68.0%+9.0pp | 72.2%+4.8pp | 69.6%+7.4pp |
| Annual return | -3.65% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,463 | $1,846-20.7% | $2,625-44.3% | $2,381-38.5% |
| Participant deferral / active EE | $2,244 | $2,626-14.5% | $3,311-32.2% | $3,470-35.3% |
| Admin fee / account holder | $10 | $4,027-99.7% | $5,131-99.8% | $4,888-99.8% |