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.2+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $31,162 |
Filed as: ODONNELL, FICENEC, WILLIS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $10,706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,909 | $51,466-32.2% | $78,778-55.7% | $62,292-44.0% |
| Participation rate | 93.5% | 59.8%+33.7pp | 69.2%+24.3pp | 69.5%+24.0pp |
| Annual return | 16.99% | 19.96%-3.0pp | 35.62%-18.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $842 | $827+1.8% | $1,986-57.6% | $2,042-58.8% |
| Participant deferral / active EE | $2,407 | $2,147+12.1% | $2,958-18.6% | $3,169-24.1% |
| Admin fee / account holder | $319 | $489-34.9% | $5,134-93.8% | $479-33.5% |