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 Service code 15 · EIN 94-1347393 | Recordkeeping | $468,068 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $76,000 |
FORVIS MAZARS, LLP2 years Filed as: WEISER MAZARS LLP Service code 27 60 CROSSWAYS PARK DR WEST · WOODBURY, NY 11797 | Advisory (Plan) | $20,000 |
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 | $51,989 | $2,226,388-97.7% | $91,001-42.9% | $177,276-70.7% |
| Participation rate | 88.5% | 85.1%+3.4pp | 75.6%+12.9pp | 74.8%+13.7pp |
| Annual return | 16.56% | 20.16%-3.6pp | 4.60%+12.0pp | 21.25%-4.7pp |
| Employer contribution / active EE | $1,559 | $4,139-62.3% | $2,456-36.5% | $2,479-37.1% |
| Participant deferral / active EE | $3,727 | $6,423-42.0% | $3,547+5.1% | $3,881-4.0% |
| Admin fee / account holder | $108 | $1,921-94.4% | $5,417-98.0% | $154-30.2% |