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 | $73,988 |
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $14,955 |
FINDLEY2 years Service code 11 · EIN 34-1213174 | Actuarial | $11,775 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINET Service code 27 · EIN 56-0898180 | Advisory (Plan) | $11,338 |
WOODWARD & ASSOCIATES, INC.5+ years Service code 10 · EIN 37-1378349 | Accounting | $8,717 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,570 | $40,174-36.4% | $84,015-69.6% | $67,579-62.2% |
| Participation rate | 75.5% | 62.7%+12.8pp | 69.0%+6.5pp | 71.3%+4.2pp |
| Annual return | 23.42% | 25.82%-2.4pp | 71.31%-47.9pp | 378.56%-355.1pp |
| Employer contribution / active EE | $141 | $808-82.6% | $1,983-92.9% | $2,148-93.4% |
| Participant deferral / active EE | $2,074 | $2,301-9.9% | $3,239-35.9% | $3,539-41.4% |
| Admin fee / account holder | $157 | $128+22.5% | $6,101-97.4% | $142+10.4% |