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 | $139,158 |
Filed as: DEMBO JONES PC Service code 27 · EIN 52-1073331 | Advisory (Plan) | $17,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,754 | $75,183+244.2% | $123,892+108.9% | $55,167+369.0% |
| Participation rate | 97.5% | 72.8%+24.7pp | 81.4%+16.1pp | 69.0%+28.5pp |
| Annual return | 5.33% | 19.01%-13.7pp | 47.52%-42.2pp | 169.23%-163.9pp |
| Employer contribution / active EE | $14,502 | $2,823+413.6% | $4,617+214.1% | $1,963+638.9% |
| Participant deferral / active EE | $7,700 | $5,084+51.4% | $5,984+28.7% | $3,054+152.1% |
| Admin fee / account holder | $508 | $663-23.4% | $8,357-93.9% | $504+0.8% |