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 13 · EIN 06-1050034 | Contract Administrator | $3,686 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
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 | $111,215 | $33,067+236.3% | $76,523+45.3% | $56,287+97.6% |
| Participation rate | 97.7% | 55.4%+42.3pp | 68.0%+29.7pp | 69.9%+27.9pp |
| Annual return | -6.22% | 2.72%-8.9pp | -0.27%-5.9pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,849 | $1,200+54.1% | $2,647-30.1% | $2,111-12.4% |
| Participant deferral / active EE | $6,189 | $2,240+176.3% | $3,835+61.4% | $3,350+84.8% |
| Admin fee / account holder | $23 | $537-95.7% | $4,848-99.5% | $521-95.5% |