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 7-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 | $54,767 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 · EIN 47-1566880 | Advisory (Plan) | $42,058 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,508 | $73,404-33.9% | $87,100-44.3% | $67,579-28.2% |
| Participation rate | 93.3% | 80.9%+12.5pp | 76.9%+16.5pp | 71.3%+22.0pp |
| Annual return | 24.11% | 48.29%-24.2pp | 28.19%-4.1pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,847 | $2,014-8.3% | $2,521-26.7% | $2,148-14.0% |
| Participant deferral / active EE | $3,397 | $3,913-13.2% | $4,049-16.1% | $3,539-4.0% |
| Admin fee / account holder | $102 | $142-27.6% | $7,497-98.6% | $142-28.0% |