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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $55,072 |
Filed as: RESOURCE INV. ADV. DBA BUKATY CO. Service code 27 · EIN 26-2456952 | Advisory (Plan) | $31,000 |
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 | $41,180 | $55,790-26.2% | $76,817-46.4% | $67,579-39.1% |
| Participation rate | 93.6% | 71.1%+22.5pp | 72.1%+21.5pp | 71.3%+22.3pp |
| Annual return | 22.13% | 64.45%-42.3pp | 1166.11%-1144.0pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,641 | $1,810-9.4% | $2,302-28.7% | $2,148-23.6% |
| Participant deferral / active EE | $4,299 | $2,875+49.5% | $3,336+28.9% | $3,539+21.5% |
| Admin fee / account holder | $131 | $159-17.7% | $6,420-98.0% | $142-7.9% |