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+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 3201 N 4TH AVE #3 · SIOUX FALLS, SD 57104 | Insurance Commissions | $14,738 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 805 S WHEATLEY ST STE 600 · RIDGELAND, MS 39157 | Recordkeeping | $1,474 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,856 | $70,667-69.1% | $123,104-82.2% | $52,331-58.2% |
| Participation rate | 70.8% | 83.7%-12.9pp | 86.8%-15.9pp | 68.1%+2.7pp |
| Annual return | -0.91% | 6.23%-7.1pp | 13.22%-14.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,085 | $2,946-63.2% | $5,151-78.9% | $1,882-42.3% |
| Participant deferral / active EE | $3,271 | $4,493-27.2% | $6,230-47.5% | $3,022+8.2% |
| Admin fee / account holder | $29 | $506-94.3% | $9,015-99.7% | $592-95.1% |