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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,946 |
PORTFOLIO EVALUATIONS, INC.4+ years Service code 27 · EIN 22-3180964 | Advisory (Plan) | $40,000 |
WITHUMSMITH+BROWN, PC4+ years Filed as: WITHUMSMITHBROWN, PC Service code 10 · EIN 22-1632489 | Accounting | $13,000 |
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 | $92,796 | $66,302+40.0% | $110,238-15.8% | $56,287+64.9% |
| Participation rate | 92.3% | 74.9%+17.4pp | 79.8%+12.5pp | 69.9%+22.5pp |
| Annual return | -3.85% | -1.18%-2.7pp | 314.74%-318.6pp | -9.96%+6.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,669 | $3,381+8.5% | $4,672-21.5% | $3,350+9.5% |
| Admin fee / account holder | $314 | $698-55.0% | $8,547-96.3% | $521-39.7% |