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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $24,567 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 11682 EL CAMINO REAL, SUITE 305 · SAN DIEGO, CA 92130 | Advisory (Plan) | $22,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,910 | $56,629-1.3% | $77,999-28.3% | $55,167+1.3% |
| Participation rate | 84.1% | 73.3%+10.8pp | 75.5%+8.6pp | 69.0%+15.1pp |
| Annual return | 5.00% | 2866.98%-2862.0pp | 425.96%-421.0pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,879 | $2,777-32.3% | $3,497-46.3% | $3,054-38.5% |
| Admin fee / account holder | $272 | $467-41.7% | $5,480-95.0% | $504-46.0% |