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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,822 |
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,956 | $64,909-32.3% | $82,313-46.6% | $62,292-29.4% |
| Participation rate | 66.2% | 74.9%-8.7pp | 76.9%-10.7pp | 69.5%-3.3pp |
| Annual return | 16.35% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $554 | $1,676-66.9% | $2,428-77.2% | $2,042-72.9% |
| Participant deferral / active EE | $2,758 | $3,103-11.1% | $3,706-25.6% | $3,169-13.0% |
| Admin fee / account holder | $241 | $440-45.1% | $5,608-95.7% | $479-49.6% |