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 |
|---|---|---|
D'ARCANGELO & CO., LLP3 years Filed as: D ARCANGELO & CO LLP Service code 10 510 HAIGHT AVE · POUGHKEEPSIE, NY 12603 | Accounting | $27,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $14,583 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $62,020 | $46,423+33.6% | $75,886-18.3% | $67,579-8.2% |
| Participation rate | 62.3% | 63.1%-0.8pp | 69.3%-7.0pp | 71.3%-9.0pp |
| Annual return | 18.84% | 32.29%-13.5pp | 30.76%-11.9pp | 378.56%-359.7pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,500-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,745 | $2,564+46.0% | $3,603+3.9% | $3,539+5.8% |
| Admin fee / account holder | $97 | $132-26.3% | $5,418-98.2% | $142-31.7% |