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 |
|---|---|---|
Filed as: WAINWRIGHT INVESTMENT COUNSEL LLC Service code 27 · EIN 04-3445274 | Advisory (Plan) | $68,667 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $20,000 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $16,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$208,460 |
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 | $176,075 | $96,458+82.5% | $136,294+29.2% | $77,958+125.9% |
| Participation rate | 96.2% | 75.4%+20.8pp | 81.9%+14.3pp | 71.6%+24.5pp |
| Annual return | 29.73% | 23.78%+6.0pp | 5155.94%-5126.2pp | 20.87%+8.9pp |
| Employer contribution / active EE | $6,513 | $3,144+107.2% | $4,695+38.7% | $2,310+181.9% |
| Participant deferral / active EE | $12,666 | $5,902+114.6% | $6,247+102.8% | $3,537+258.2% |
| Admin fee / account holder | -$36 | $80-144.9% | $9,243-100.4% | $97-137.1% |