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 | $148,859 |
LCM CAPITAL MANAGEMENT1 year Filed as: LMC CAPITAL MANAGEMENT Service code 27 · EIN 36-4234907 | Advisory (Plan) | $11,034 |
WIPFLI LLP1 year Service code 16 · EIN 39-0758449 | Consulting | $10,395 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,807 | $82,279-62.6% | $77,999-60.5% | $63,975-51.8% |
| Participation rate | 91.4% | 84.7%+6.7pp | 75.5%+15.8pp | 71.1%+20.2pp |
| Annual return | 6.67% | 11.20%-4.5pp | 425.96%-419.3pp | 48.65%-42.0pp |
| Employer contribution / active EE | $622 | $3,297-81.1% | $2,470-74.8% | $2,182-71.5% |
| Participant deferral / active EE | $2,521 | $4,538-44.5% | $3,497-27.9% | $3,356-24.9% |
| Admin fee / account holder | $132 | $81+62.2% | $5,480-97.6% | $70+87.5% |