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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $81,005 |
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $16,444 |
FINDLEY3 years Service code 11 · EIN 34-1213174 | Actuarial | $13,202 |
401(K) ADVISORS INC1 year Filed as: WF ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,659 |
Filed as: WOODWARD & ASSOCIATES, INC Service code 10 · EIN 37-1378349 | Accounting | $8,729 |
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 | $34,378 | $64,286-46.5% | $90,951-62.2% | $73,409-53.2% |
| Participation rate | 77.2% | 63.6%+13.6pp | 69.0%+8.2pp | 72.2%+5.0pp |
| Annual return | 18.74% | 21.45%-2.7pp | 134.60%-115.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $213 | $895-76.2% | $2,122-90.0% | $2,234-90.5% |
| Participant deferral / active EE | $2,325 | $2,453-5.2% | $3,373-31.1% | $3,805-38.9% |
| Admin fee / account holder | $199 | $287-30.5% | $5,959-96.7% | $158+26.3% |