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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $25,021 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $12,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,711 |
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 | $71,526 | $65,376+9.4% | $87,100-17.9% | $65,185+9.7% |
| Participation rate | 92.0% | 75.3%+16.6pp | 76.9%+15.1pp | 70.2%+21.8pp |
| Annual return | 20.07% | 31.27%-11.2pp | 28.19%-8.1pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,660 | $1,822-8.9% | $2,521-34.2% | $2,177-23.8% |
| Participant deferral / active EE | $5,071 | $3,388+49.7% | $4,049+25.3% | $3,514+44.3% |
| Admin fee / account holder | $120 | $520-76.9% | $7,497-98.4% | $847-85.8% |