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.4+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $144,055 |
MMA SECURITIES LLC4+ 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 | $55,136 | $75,388-26.9% | $123,544-55.4% | $55,725-1.1% |
| Participation rate | 82.1% | 75.7%+6.4pp | 82.3%-0.2pp | 70.9%+11.2pp |
| Annual return | -5.02% | 4.48%-9.5pp | 119.20%-124.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $2,191 | $3,063-28.5% | $4,628-52.7% | $2,078+5.4% |
| Participant deferral / active EE | $7,242 | $5,651+28.2% | $6,426+12.7% | $3,356+115.8% |
| Admin fee / account holder | $171 | $120+42.6% | $9,284-98.2% | $115+48.3% |