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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $641,043 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,451 |
VENABLE LLP5 years Service code 29 · EIN 52-0517250 | Legal | $9,128 |
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 | $17,001 | $66,513-74.4% | $178,490-90.5% | $106,222-84.0% |
| Participation rate | 81.6% | 73.8%+7.8pp | 81.9%-0.3pp | 70.8%+10.8pp |
| Annual return | 15.75% | 21.81%-6.1pp | 151.07%-135.3pp | 21.69%-5.9pp |
| Employer contribution / active EE | $581 | $1,776-67.3% | $5,011-88.4% | $2,723-78.7% |
| Participant deferral / active EE | $1,678 | $3,679-54.4% | $5,202-67.7% | $4,600-63.5% |
| Admin fee / account holder | $58 | $53+9.2% | $13,984-99.6% | $78-25.5% |