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 | $59,007 |
ADVISER INVESTMENTS6+ years Service code 27 · EIN 27-4946566 | Advisory (Plan) | $43,246 |
Service code 10 · EIN 13-4008185 | Accounting | $9,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $154,776 | $81,474+90.0% | $133,956+15.5% | $73,488+110.6% |
| Participation rate | 84.3% | 76.4%+8.0pp | 79.8%+4.5pp | 70.7%+13.7pp |
| Annual return | 13.08% | 19.40%-6.3pp | 45.09%-32.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $3,905 | $2,209+76.7% | $3,919-0.4% | $2,270+72.0% |
| Participant deferral / active EE | $7,163 | $3,786+89.2% | $5,048+41.9% | $3,740+91.6% |
| Admin fee / account holder | $401 | $713-43.8% | $8,927-95.5% | $513-21.9% |