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.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $157,870 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,852 |
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 | $54,870 | $81,719-32.9% | $101,248-45.8% | $90,288-39.2% |
| Participation rate | 95.3% | 80.7%+14.6pp | 75.8%+19.5pp | 73.4%+21.9pp |
| Annual return | 20.18% | 337.64%-317.5pp | 46.47%-26.3pp | 53.97%-33.8pp |
| Employer contribution / active EE | $5,319 | $3,622+46.8% | $3,660+45.3% | $2,524+110.7% |
| Participant deferral / active EE | $2,994 | $3,310-9.5% | $4,370-31.5% | $4,232-29.3% |
| Admin fee / account holder | $152 | $162-6.2% | $5,945-97.4% | $114+33.1% |