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 |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC2+ years Filed as: EB MANAGEMENT CO. Service code 13 · EIN 91-1467493 | Contract Administrator | $40,729 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $6,700 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 91-1374280 | Advisory (Plan) | $5,000 |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,302 | $63,905-82.3% | $74,183-84.8% | $57,658-80.4% |
| Participation rate | 55.0% | 79.8%-24.7pp | 76.6%-21.6pp | 70.2%-15.2pp |
| Annual return | 8.00% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $437 | $1,840-76.2% | $2,370-81.5% | $1,974-77.8% |
| Participant deferral / active EE | $546 | $3,448-84.2% | $3,550-84.6% | $3,061-82.2% |
| Admin fee / account holder | $126 | $91+38.8% | $5,586-97.7% | $95+33.8% |