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.
| Provider | Service type | Compensation |
|---|---|---|
ASPECT WEALTH MANAGEMENT1+ years Filed as: ASPECT WEALTH MANAGMENT Service code 27 · EIN 74-2822124 | Advisory (Plan) | $75,112 |
M.E. ALLISON & CO., INC.1+ years Filed as: M. E. ALLISON & CO., INC. Service code 27 · EIN 74-1037681 | Advisory (Plan) | $15,650 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,526 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA FINANCIAL RIA Service code 27 · EIN 84-0858799 | Advisory (Plan) | $8,332 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS Service code 27 · EIN 95-3845382 | Advisory (Plan) | $6,193 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -0.99% | 4.23%-5.2pp | 3.97%-5.0pp | 4.56%-5.6pp |
| Employer contribution / active EE | $190,167 | $16,147+1077.8% | $28,168+575.1% | $15,526+1124.8% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |