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.1 year Filed as: WELLS FARGO BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $66,033 |
PORTFOLIO EVALUATIONS, INC.6+ years Service code 27 · EIN 22-3180964 | Advisory (Plan) | $21,825 |
WITHUMSMITH+BROWN, PC6+ years Filed as: WITHUMSMITHBROWN, PC Service code 10 · EIN 22-1632489 | Accounting | $15,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,034 | $81,474+94.0% | $133,956+18.0% | $73,488+115.0% |
| Participation rate | 87.1% | 76.4%+10.7pp | 79.8%+7.3pp | 70.7%+16.4pp |
| Annual return | 8.87% | 19.40%-10.5pp | 45.09%-36.2pp | 28.51%-19.6pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,099 | $3,786-18.2% | $5,048-38.6% | $3,740-17.1% |
| Admin fee / account holder | $400 | $713-43.9% | $8,927-95.5% | $513-22.0% |