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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $374,338 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $321,886 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,643 |
VENABLE LLP6 years Service code 13 · EIN 52-0517250 | Contract Administrator | $6,854 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,156 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,580 | $68,062-69.8% | $185,823-88.9% | $106,520-80.7% |
| Participation rate | 83.5% | 75.2%+8.3pp | 81.7%+1.8pp | 71.3%+12.2pp |
| Annual return | 13.63% | 18.20%-4.6pp | 122.05%-108.4pp | 19.28%-5.7pp |
| Employer contribution / active EE | $1,430 | $1,997-28.4% | $5,167-72.3% | $2,840-49.6% |
| Participant deferral / active EE | $1,965 | $3,990-50.7% | $5,568-64.7% | $4,948-60.3% |
| Admin fee / account holder | $61 | $53+15.6% | $16,237-99.6% | $75-18.2% |