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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $132,041 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,335 |
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 | $28,193 | $60,396-53.3% | $83,848-66.4% | $75,289-62.6% |
| Participation rate | 78.1% | 80.7%-2.6pp | 76.1%+2.0pp | 72.4%+5.7pp |
| Annual return | -5.34% | 3.84%-9.2pp | 850.88%-856.2pp | -0.04%-5.3pp |
| Employer contribution / active EE | $2,131 | $3,343-36.3% | $3,631-41.3% | $2,405-11.4% |
| Participant deferral / active EE | $1,794 | $2,922-38.6% | $4,082-56.0% | $3,739-52.0% |
| Admin fee / account holder | $117 | $141-17.1% | $5,478-97.9% | $102+14.5% |