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 8-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 |
|---|---|---|
RKL LLP3 years Filed as: RKL WEALTH MANAGEMENT LLC Service code 27 · EIN 23-3016440 | Advisory (Plan) | $8,117 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $6,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,051 | $85,202-82.3% | $172,739-91.3% | $72,985-79.4% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 3.04% | 27.32%-24.3pp | 802.84%-799.8pp | 81.00%-78.0pp |
| Employer contribution / active EE | $681 | $3,324-79.5% | $5,143-86.8% | $2,440-72.1% |
| Participant deferral / active EE | $1,704 | $3,260-47.7% | $5,198-67.2% | $3,607-52.8% |
| Admin fee / account holder | $98 | $5,884-98.3% | $13,954-99.3% | $5,124-98.1% |