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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $135,010 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $36,611 |
ALMICH & ASSOCIATES5 years Service code 27 · EIN 33-0526284 | Advisory (Plan) | $5,500 |
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 | $20,121 | $105,581-80.9% | $70,449-71.4% | $90,288-77.7% |
| Participation rate | 87.7% | 77.5%+10.1pp | 75.1%+12.6pp | 73.4%+14.3pp |
| Annual return | 13.30% | 14.78%-1.5pp | 109.03%-95.7pp | 53.97%-40.7pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,048 | $3,813-46.3% | $3,709-44.8% | $4,232-51.6% |
| Admin fee / account holder | $93 | $68+37.9% | $3,845-97.6% | $114-18.4% |