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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,022 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,516 |
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 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 | $34,478 | $41,850-17.6% | $96,562-64.3% | $101,517-66.0% |
| Participation rate | 12.7% | 58.3%-45.6pp | 69.8%-57.1pp | 74.6%-61.9pp |
| Annual return | 24.08% | 16.51%+7.6pp | 37.78%-13.7pp | 21.00%+3.1pp |
| Employer contribution / active EE | $357 | $929-61.6% | $2,356-84.9% | $2,973-88.0% |
| Participant deferral / active EE | $698 | $1,934-63.9% | $3,849-81.9% | $4,873-85.7% |
| Admin fee / account holder | $27 | $73-63.3% | $6,181-99.6% | $139-80.8% |