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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,140 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,455 |
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 | $27,661 | $60,165-54.0% | $74,183-62.7% | $55,167-49.9% |
| Participation rate | 93.1% | 74.2%+19.0pp | 76.6%+16.5pp | 69.0%+24.1pp |
| Annual return | 7.81% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $647 | $1,600-59.6% | $2,370-72.7% | $1,963-67.0% |
| Participant deferral / active EE | $2,775 | $2,973-6.6% | $3,550-21.8% | $3,054-9.1% |
| Admin fee / account holder | $188 | $419-55.3% | $5,586-96.6% | $504-62.8% |