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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $65,270 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,190 |
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 | $29,915 | $39,819-24.9% | $67,834-55.9% | $57,658-48.1% |
| Participation rate | 84.1% | 61.2%+22.9pp | 68.8%+15.3pp | 70.2%+13.9pp |
| Annual return | 6.94% | 9.19%-2.3pp | 138.47%-131.5pp | 5.13%+1.8pp |
| Employer contribution / active EE | $273 | $1,277-78.6% | $2,403-88.6% | $1,974-86.2% |
| Participant deferral / active EE | $2,302 | $2,209+4.2% | $3,160-27.1% | $3,061-24.8% |
| Admin fee / account holder | $126 | $84+51.0% | $4,622-97.3% | $95+33.6% |