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 8-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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $235,864 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPER Service code 10 · EIN 13-4008324 | Accounting | $57,750 |
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 | $61,460 | $176,491-65.2% | $95,952-35.9% | $90,288-31.9% |
| Participation rate | 80.2% | 86.6%-6.4pp | 77.1%+3.1pp | 73.4%+6.9pp |
| Annual return | 14.82% | 20.14%-5.3pp | 91.61%-76.8pp | 53.97%-39.1pp |
| Employer contribution / active EE | $1,506 | $2,789-46.0% | $2,541-40.7% | $2,524-40.3% |
| Participant deferral / active EE | $2,935 | $5,340-45.0% | $4,167-29.6% | $4,232-30.6% |
| Admin fee / account holder | $171 | $154+11.0% | $6,795-97.5% | $114+49.9% |