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 Service code 15 · EIN 94-1347393 | Recordkeeping | $143,277 |
Filed as: GREENSPRING WEALTH MANAGEMENT Service code 27 · EIN 20-1611389 | Advisory (Plan) | $17,060 |
Filed as: INVESTMENT ADVISOR OPERATIONS C O T Service code 27 · EIN 41-1416330 | Advisory (Plan) | $12,940 |
ALMICH & ASSOCIATES2 years Service code 27 · EIN 33-0526284 | Advisory (Plan) | $6,000 |
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 | $16,561 | $92,091-82.0% | $62,995-73.7% | $77,958-78.8% |
| Participation rate | 72.3% | 74.5%-2.2pp | 74.8%-2.5pp | 71.6%+0.7pp |
| Annual return | 16.59% | 16.23%+0.4pp | 87.57%-71.0pp | 20.87%-4.3pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,874 | $3,361-44.2% | $3,329-43.7% | $3,537-47.0% |
| Admin fee / account holder | $95 | $48+99.2% | $3,600-97.3% | $97-2.0% |