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 4-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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $105,781 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $31,433 |
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 | $34,147 | $47,456-28.0% | $172,739-80.2% | $77,787-56.1% |
| Participation rate | 83.0% | 66.3%+16.7pp | 82.6%+0.3pp | 73.2%+9.8pp |
| Annual return | 22.52% | 35.57%-13.1pp | 802.84%-780.3pp | 32.57%-10.1pp |
| Employer contribution / active EE | $491 | $1,574-68.8% | $5,143-90.4% | $2,504-80.4% |
| Participant deferral / active EE | $1,455 | $2,560-43.2% | $5,198-72.0% | $3,967-63.3% |
| Admin fee / account holder | $110 | $81+36.5% | $13,954-99.2% | $100+10.3% |