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.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $42,678 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $11,343 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,534 | $106,028-30.6% | $146,958-50.0% | $77,643-5.3% |
| Participation rate | 30.8% | 78.4%-47.6pp | 82.2%-51.4pp | 70.6%-39.8pp |
| Annual return | 22.39% | 56.73%-34.3pp | 418.34%-395.9pp | 31.24%-8.8pp |
| Employer contribution / active EE | $1,418 | $4,063-65.1% | $4,933-71.3% | $2,726-48.0% |
| Participant deferral / active EE | $2,519 | $7,990-68.5% | $8,070-68.8% | $4,647-45.8% |
| Admin fee / account holder | $196 | $337-42.0% | $12,998-98.5% | $430-54.5% |