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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,461 |
ORIENTAL BANK2+ years Service code 25 · EIN 66-6023071 | Directed Trustee | $9,337 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,150 | $64,909-38.1% | $82,313-51.2% | $62,292-35.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.56% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,523 | $1,676-9.1% | $2,428-37.3% | $2,042-25.4% |
| Participant deferral / active EE | $1,418 | $3,103-54.3% | $3,706-61.8% | $3,169-55.3% |
| Admin fee / account holder | $140 | $440-68.1% | $5,608-97.5% | $479-70.7% |