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 |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,126 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $11,224 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,960 | $63,299+31.1% | $91,001-8.8% | $62,292+33.2% |
| Participation rate | 76.7% | 73.3%+3.4pp | 75.6%+1.1pp | 69.5%+7.2pp |
| Annual return | 19.56% | 20.99%-1.4pp | 4.60%+15.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $524 | $1,807-71.0% | $2,456-78.7% | $2,042-74.3% |
| Participant deferral / active EE | $2,839 | $2,943-3.5% | $3,547-20.0% | $3,169-10.4% |
| Admin fee / account holder | $139 | $468-70.3% | $5,417-97.4% | $479-71.0% |