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 | $35,104 |
ADVISEME NATIONAL ADVISORS1+ years Service code 27 · EIN 34-1911721 | Advisory (Plan) | $11,766 |
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 | $26,795 | $37,044-27.7% | $71,796-62.7% | $57,658-53.5% |
| Participation rate | 76.3% | 61.1%+15.2pp | 69.1%+7.2pp | 70.2%+6.1pp |
| Annual return | 9.88% | 12.64%-2.8pp | 78.04%-68.2pp | 5.13%+4.8pp |
| Employer contribution / active EE | $343 | $720-52.4% | $1,924-82.2% | $1,974-82.6% |
| Participant deferral / active EE | $3,030 | $1,974+53.5% | $2,794+8.4% | $3,061-1.0% |
| Admin fee / account holder | $128 | $101+26.7% | $4,815-97.3% | $95+35.3% |