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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,056 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,774 |
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 | $9,162 | $85,635-89.3% | $123,892-92.6% | $63,975-85.7% |
| Participation rate | 87.1% | 74.9%+12.1pp | 81.4%+5.7pp | 71.1%+15.9pp |
| Annual return | 50.47% | 15.74%+34.7pp | 47.52%+3.0pp | 48.65%+1.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,676 | $5,667-17.5% | $5,984-21.9% | $3,356+39.3% |
| Admin fee / account holder | $52 | $75-30.8% | $8,357-99.4% | $70-26.4% |