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 Service code 15 · EIN 94-1347393 | Recordkeeping | $531,969 |
VENABLE LLP1 year Service code 29 · EIN 52-0517250 | Legal | $42,123 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,193 |
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 | $10,634 | $49,270-78.4% | $156,549-93.2% | $329,111-96.8% |
| Participation rate | 63.4% | 68.1%-4.7pp | 84.0%-20.6pp | 67.9%-4.4pp |
| Annual return | 8.32% | 23.25%-14.9pp | 32.23%-23.9pp | 16.35%-8.0pp |
| Employer contribution / active EE | $347 | $1,534-77.4% | $5,501-93.7% | $2,303-85.0% |
| Participant deferral / active EE | $938 | $2,920-67.9% | $4,871-80.7% | $3,682-74.5% |
| Admin fee / account holder | $63 | $51+25.4% | $13,027-99.5% | $754-91.6% |