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 | $96,238 |
FINANCIAL ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $67,087 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,913 | $78,852-39.2% | $76,768-37.6% | $75,289-36.4% |
| Participation rate | 95.4% | 85.0%+10.4pp | 77.0%+18.4pp | 72.4%+23.0pp |
| Annual return | -4.76% | -1.29%-3.5pp | 2.43%-7.2pp | -0.04%-4.7pp |
| Employer contribution / active EE | $3,647 | $2,794+30.5% | $2,485+46.7% | $2,405+51.6% |
| Participant deferral / active EE | $7,100 | $4,800+47.9% | $3,852+84.3% | $3,739+89.9% |
| Admin fee / account holder | $98 | $79+24.6% | $6,675-98.5% | $102-3.8% |