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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $195,256 |
THE CENTURION GROUP, LLC5+ years Service code 15 · EIN 20-8394397 | Recordkeeping | $49,194 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $38,117 |
RSM US LLP1 year Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $30,950 |
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 | $38,853 | $96,403-59.7% | $93,606-58.5% | $77,787-50.1% |
| Participation rate | 76.3% | 87.6%-11.4pp | 75.8%+0.5pp | 73.2%+3.1pp |
| Annual return | 22.47% | 39.36%-16.9pp | 32.76%-10.3pp | 32.57%-10.1pp |
| Employer contribution / active EE | $2,015 | $3,616-44.3% | $2,718-25.9% | $2,504-19.6% |
| Participant deferral / active EE | $3,993 | $5,341-25.2% | $4,069-1.9% | $3,967+0.6% |
| Admin fee / account holder | $116 | $90+30.1% | $7,888-98.5% | $100+16.4% |