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.3+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $121,016 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $45,000 |
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 | $57,010 | $155,795-63.4% | $136,294-58.2% | $69,631-18.1% |
| Participation rate | 78.4% | 75.2%+3.1pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 21.06% | 232464.33%-232443.3pp | 5155.94%-5134.9pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $1,897 | $2,991-36.6% | $4,695-59.6% | $2,032-6.6% |
| Participant deferral / active EE | $6,342 | $5,394+17.6% | $6,247+1.5% | $3,224+96.7% |
| Admin fee / account holder | $156 | $128+21.8% | $9,243-98.3% | $110+41.5% |