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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $169,965 |
Service code 27 · EIN 26-1370206 | Advisory (Plan) | $33,126 |
UHY LLP4+ years Service code 10 · EIN 20-0694403 | Accounting | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,379 | $97,136-86.2% | $59,878-77.7% | $73,367-81.8% |
| Participation rate | 19.7% | 65.8%-46.0pp | 74.7%-55.0pp | 69.5%-49.7pp |
| Annual return | -3.90% | -2.56%-1.3pp | 3.46%-7.4pp | 173.45%-177.3pp |
| Employer contribution / active EE | $0 | $4,492-100.0% | $2,722-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $310 | $4,036-92.3% | $3,402-90.9% | $4,033-92.3% |
| Admin fee / account holder | $63 | $31+105.6% | $3,590-98.2% | $68-7.8% |