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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,803 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N. A. Service code 15 · EIN 94-1347393 | Recordkeeping | $40 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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.
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 | $31,766 | $42,582-25.4% | $171,082-81.4% | $57,658-44.9% |
| Participation rate | 32.3% | 63.9%-31.6pp | 76.7%-44.4pp | 70.2%-38.0pp |
| Annual return | 7.87% | 308.67%-300.8pp | 32.56%-24.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $831 | $2,933-71.7% | $4,797-82.7% | $3,061-72.9% |
| Admin fee / account holder | $48 | $82-41.8% | $8,520-99.4% | $95-49.4% |