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 9-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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,257 |
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 | $18,175 | $77,958-76.7% | $56,429-67.8% | $77,958-76.7% |
| Participation rate | 73.8% | 71.6%+2.2pp | 80.0%-6.2pp | 71.6%+2.2pp |
| Annual return | 18.02% | 20.87%-2.8pp | 19.04%-1.0pp | 20.87%-2.8pp |
| Employer contribution / active EE | $872 | $2,310-62.3% | $3,405-74.4% | $2,310-62.3% |
| Participant deferral / active EE | $1,438 | $3,537-59.3% | $3,951-63.6% | $3,537-59.3% |
| Admin fee / account holder | $25 | $97-74.6% | $4,466-99.4% | $97-74.6% |