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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $329,812 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 276756071 | Advisory (Plan) | $57,000 |
FORVIS MAZARS, LLP1 year Filed as: WEISER MAZARS LLP Service code 27 60 CROSSWAYS PARK DR WEST · WOODBURY, NY 11797 | Advisory (Plan) | $20,000 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $14,980 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,328 | $117,928-63.3% | $77,999-44.5% | $65,292-33.6% |
| Participation rate | 87.9% | 85.6%+2.3pp | 75.5%+12.4pp | 72.4%+15.5pp |
| Annual return | 8.76% | 11.37%-2.6pp | 425.96%-417.2pp | 11.84%-3.1pp |
| Employer contribution / active EE | $1,338 | $3,999-66.5% | $2,470-45.8% | $2,302-41.9% |
| Participant deferral / active EE | $3,411 | $5,945-42.6% | $3,497-2.4% | $3,579-4.7% |
| Admin fee / account holder | $101 | $66+52.2% | $5,480-98.2% | $57+75.6% |