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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $125,302 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $30,263 |
ALMICH & ASSOCIATES4 years Service code 27 · EIN 33-0526284 | Advisory (Plan) | $11,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,644 | $204,517-91.9% | $69,455-76.0% | $77,787-78.6% |
| Participation rate | 84.6% | 74.6%+10.0pp | 74.6%+10.0pp | 73.2%+11.4pp |
| Annual return | 21.91% | 22.10%-0.2pp | 28.97%-7.1pp | 32.57%-10.7pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,996 | $3,478-42.6% | $3,535-43.5% | $3,967-49.7% |
| Admin fee / account holder | $83 | $101-17.5% | $3,839-97.8% | $100-17.1% |