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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $126,130 |
RBC WEALTH MANAGEMENT1+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $22,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,492 | $112,772-88.0% | $57,343-76.5% | $59,188-77.2% |
| Participation rate | 81.3% | 71.3%+10.0pp | 75.1%+6.2pp | 69.4%+11.9pp |
| Annual return | 1.59% | 0.85%+0.7pp | 24.39%-22.8pp | 5.51%-3.9pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,688 | $3,010-43.9% | $3,162-46.6% | $3,265-48.3% |
| Admin fee / account holder | $85 | $144-40.9% | $3,356-97.5% | $92-7.8% |