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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $198,217 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $108,049 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $30,450 |
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 | $71,380 | $105,190-32.1% | $98,907-27.8% | $90,288-20.9% |
| Participation rate | 70.2% | 86.4%-16.2pp | 76.0%-5.9pp | 73.4%-3.2pp |
| Annual return | 36.64% | 18.52%+18.1pp | 196.43%-159.8pp | 53.97%-17.3pp |
| Employer contribution / active EE | $1,989 | $3,831-48.1% | $2,689-26.0% | $2,524-21.2% |
| Participant deferral / active EE | $4,175 | $5,616-25.7% | $4,244-1.6% | $4,232-1.3% |
| Admin fee / account holder | $163 | $97+67.2% | $6,642-97.5% | $114+42.7% |