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.1 year Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $52,295 |
Filed as: RESOURCES INV. ADV BUKATY CO. Service code 27 · EIN 26-2456952 | Advisory (Plan) | $23,250 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,381 | $61,473-21.3% | $81,930-40.9% | $73,409-34.1% |
| Participation rate | 97.8% | 72.4%+25.4pp | 72.0%+25.8pp | 72.2%+25.7pp |
| Annual return | 17.35% | 28.26%-10.9pp | 29.49%-12.1pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,785 | $1,898-5.9% | $4,310-58.6% | $2,234-20.1% |
| Participant deferral / active EE | $4,934 | $3,080+60.2% | $7,107-30.6% | $3,805+29.7% |
| Admin fee / account holder | $122 | $125-2.7% | $5,158-97.6% | $158-22.7% |