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 6-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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $673,489 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $34,700 |
WINDHAM BRANNON5+ years Service code 10 · EIN 58-1763439 | Accounting | $21,000 |
Filed as: SMIT GAMBRELL & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $14,735 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BENEFITS COUNCIL Service code 49 · EIN 06-6100040 | Other Services | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,274 | $43,471+66.3% | $74,701-3.2% | $89,569-19.3% |
| Participation rate | 54.6% | 36.3%+18.3pp | 54.5%+0.1pp | 69.6%-15.0pp |
| Annual return | 23.29% | 24.97%-1.7pp | 752.92%-729.6pp | 34.56%-11.3pp |
| Employer contribution / active EE | $2,006 | $554+262.4% | $1,084+85.1% | $2,584-22.4% |
| Participant deferral / active EE | $2,934 | $1,177+149.4% | $1,964+49.4% | $4,220-30.5% |
| Admin fee / account holder | $65 | $74-12.4% | $3,333-98.1% | $72-9.6% |