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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,122 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $18,079 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,495 |
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 | $22,808 | $52,293-56.4% | $178,490-87.2% | $73,409-68.9% |
| Participation rate | 73.0% | 65.3%+7.6pp | 81.9%-9.0pp | 72.2%+0.8pp |
| Annual return | 13.59% | 34.75%-21.2pp | 151.07%-137.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $853 | $1,735-50.9% | $5,011-83.0% | $2,234-61.8% |
| Participant deferral / active EE | $1,226 | $2,332-47.4% | $5,202-76.4% | $3,805-67.8% |
| Admin fee / account holder | $94 | $127-26.2% | $13,984-99.3% | $158-40.4% |