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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $540,657 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $57,000 |
FORVIS MAZARS, LLP3 years Filed as: WEISER MAZARS LLP Service code 27 60 CROSSWAYS PARK DR WEST · WOODBURY, NY 11797 | Advisory (Plan) | $20,500 |
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 | $50,959 | $134,045-62.0% | $80,019-36.3% | $75,289-32.3% |
| Participation rate | 89.0% | 85.8%+3.3pp | 75.8%+13.2pp | 72.4%+16.6pp |
| Annual return | -4.49% | -0.56%-3.9pp | 11.22%-15.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,656 | $3,492-52.6% | $2,468-32.9% | $2,405-31.1% |
| Participant deferral / active EE | $4,047 | $4,976-18.7% | $3,686+9.8% | $3,739+8.3% |
| Admin fee / account holder | $119 | $124-4.2% | $6,521-98.2% | $102+16.0% |