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 | $69,509 |
DISCIPLINED GROWTH INVESTORS2 years Filed as: DISCIPLINED GROWTH INVESTORS INC Service code 21 · EIN 45-0216631 | Bank Trustee | $47,557 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $210,816 | $79,523+165.1% | $140,016+50.6% | $56,287+274.5% |
| Participation rate | 95.6% | 85.7%+9.9pp | 87.5%+8.1pp | 69.9%+25.7pp |
| Annual return | -4.80% | 2.39%-7.2pp | 651.12%-655.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $7,889 | $3,350+135.5% | $5,606+40.7% | $2,111+273.7% |
| Participant deferral / active EE | $5,072 | $5,129-1.1% | $6,927-26.8% | $3,350+51.4% |
| Admin fee / account holder | $751 | $614+22.3% | $10,705-93.0% | $521+44.2% |