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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,767 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $4,698 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,449 | $62,132-88.0% | $185,823-96.0% | $73,488-89.9% |
| Participation rate | 88.0% | 67.8%+20.2pp | 78.0%+9.9pp | 70.7%+17.3pp |
| Annual return | 18.35% | 20.44%-2.1pp | 35.95%-17.6pp | 28.51%-10.2pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,996 | $3,711+7.7% | $5,632-29.1% | $3,740+6.8% |
| Admin fee / account holder | $40 | $419-90.4% | $9,500-99.6% | $513-92.2% |