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.3+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $39,878 |
SIANA CARR O'CONNOR & LYNAM, LLP2+ years Service code 15 · EIN 23-1420296 | Recordkeeping | $10,950 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,030 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $46,340 | $71,666-35.3% | $117,854-60.7% | $69,631-33.4% |
| Participation rate | 90.5% | 77.5%+12.9pp | 79.7%+10.8pp | 70.7%+19.8pp |
| Annual return | 18.10% | 18.86%-0.8pp | 335.08%-317.0pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $628 | $1,889-66.7% | $3,786-83.4% | $2,032-69.1% |
| Participant deferral / active EE | $3,515 | $3,340+5.3% | $4,482-21.6% | $3,224+9.0% |
| Admin fee / account holder | $122 | $120+1.2% | $8,020-98.5% | $110+10.2% |