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 9-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,036 |
KATZ, SAPPER & MILLER2 years Service code 27 · EIN 35-1090346 | Advisory (Plan) | $15,361 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 16 · EIN 34-1542819 | Consulting | $15,021 |
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 | $69,075 | $65,223+5.9% | $80,019-13.7% | $55,725+24.0% |
| Participation rate | 95.5% | 80.6%+14.9pp | 75.8%+19.6pp | 70.9%+24.6pp |
| Annual return | -3.25% | 7.59%-10.8pp | 11.22%-14.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $2,827 | $2,544+11.1% | $2,468+14.6% | $2,078+36.0% |
| Participant deferral / active EE | $2,987 | $3,881-23.0% | $3,686-18.9% | $3,356-11.0% |
| Admin fee / account holder | $138 | $114+20.6% | $6,521-97.9% | $115+19.6% |