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 year Filed as: WELLS FARGO BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $23,219 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $22,630 |
Annual investment return 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 | $33,870 | $73,823-54.1% | $379,746-91.1% | $73,488-53.9% |
| Participation rate | 98.3% | 73.1%+25.1pp | 78.4%+19.9pp | 70.7%+27.6pp |
| Annual return | 8.17% | 29.06%-20.9pp | 34.90%-26.7pp | 28.51%-20.3pp |
| Employer contribution / active EE | $1,537 | $2,472-37.8% | $3,540-56.6% | $2,270-32.3% |
| Participant deferral / active EE | $2,665 | $4,038-34.0% | $6,024-55.8% | $3,740-28.7% |
| Admin fee / account holder | $285 | $607-53.1% | $7,927-96.4% | $513-44.5% |