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 | $85,837 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL SECURITIES, LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $11,160 |
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 | $29,334 | $65,223-55.0% | $80,019-63.3% | $55,725-47.4% |
| Participation rate | 87.6% | 80.6%+7.1pp | 75.8%+11.8pp | 70.9%+16.8pp |
| Annual return | -1.76% | 7.59%-9.4pp | 11.22%-13.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $2,950 | $2,544+16.0% | $2,468+19.5% | $2,078+41.9% |
| Participant deferral / active EE | $2,254 | $3,881-41.9% | $3,686-38.8% | $3,356-32.8% |
| Admin fee / account holder | $100 | $114-12.5% | $6,521-98.5% | $115-13.2% |