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.3+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $252,753 |
BILKEY KATZ INVESTMENT MANAGER3+ years Service code 27 · EIN 13-4226829 | Advisory (Plan) | $144,846 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $33,050 |
DELOITTE & TOUCHE LLP1 year Filed as: BRYAN,PENDLETON,SWATS & MCALLISTER Service code 17 · EIN 62-0853448 | Pension Consulting | $17,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $336,091 | $96,458+248.4% | $136,294+146.6% | $77,958+331.1% |
| Participation rate | 88.3% | 75.4%+12.9pp | 81.9%+6.4pp | 71.6%+16.7pp |
| Annual return | 19.00% | 23.78%-4.8pp | 5155.94%-5136.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $9,987 | $3,144+217.7% | $4,695+112.7% | $2,310+332.2% |
| Participant deferral / active EE | $10,116 | $5,902+71.4% | $6,247+61.9% | $3,537+186.0% |
| Admin fee / account holder | $203 | $80+152.9% | $9,243-97.8% | $97+108.9% |