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 | $138,557 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $81,687 |
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 | $43,079 | $47,278-8.9% | $124,672-65.4% | $93,030-53.7% |
| Participation rate | 93.4% | 51.1%+42.4pp | 74.6%+18.8pp | 73.9%+19.5pp |
| Annual return | 15.00% | 15.27%-0.3pp | 5142.93%-5127.9pp | 158.70%-143.7pp |
| Employer contribution / active EE | $857 | $937-8.5% | $3,324-74.2% | $2,706-68.3% |
| Participant deferral / active EE | $2,517 | $1,786+40.9% | $4,614-45.5% | $4,562-44.8% |
| Admin fee / account holder | $110 | $108+1.7% | $7,493-98.5% | $152-27.3% |