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 7-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 Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUS, MO 63103 | Advisory (Plan) | $6,163 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,720 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 300 TICE BLVD SUITE 289 · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $1,368 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $668 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,448 | $61,272-82.9% | $149,673-93.0% | $71,457-85.4% |
| Participation rate | 83.8% | 62.5%+21.3pp | 78.8%+5.0pp | 67.9%+15.9pp |
| Annual return | 25.00% | 35.85%-10.8pp | 134.42%-109.4pp | 28.85%-3.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,710 | $2,917+27.2% | $5,680-34.7% | $4,289-13.5% |
| Admin fee / account holder | $82 | $1,261-93.5% | $13,210-99.4% | $1,587-94.8% |