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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,775 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $14,807 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $95,668 | $86,332+10.8% | $125,175-23.6% | $65,185+46.8% |
| Participation rate | 76.6% | 75.3%+1.3pp | 79.8%-3.1pp | 70.2%+6.4pp |
| Annual return | 20.27% | 27.43%-7.2pp | 43.79%-23.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,298 | $2,040-36.3% | $3,865-66.4% | $2,177-40.4% |
| Participant deferral / active EE | $3,343 | $3,537-5.5% | $4,937-32.3% | $3,514-4.8% |
| Admin fee / account holder | $291 | $609-52.2% | $9,702-97.0% | $847-65.6% |