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 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,811 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,275 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $98,140 | $85,766+14.4% | $136,294-28.0% | $70,131+39.9% |
| Participation rate | 42.7% | 74.2%-31.4pp | 81.9%-39.2pp | 69.5%-26.8pp |
| Annual return | 9.68% | 31.45%-21.8pp | 5155.94%-5146.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $871 | $2,966-70.6% | $4,695-81.4% | $2,342-62.8% |
| Participant deferral / active EE | $2,013 | $5,051-60.2% | $6,247-67.8% | $3,332-39.6% |
| Admin fee / account holder | $787 | $5,420-85.5% | $9,243-91.5% | $4,645-83.1% |