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 |
|---|---|---|
FIDUCIARYFIRST LLC2+ years Filed as: FIDUCIARYFIRST, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $109,388 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,668 |
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 | $70,314 | $74,024-5.0% | $77,999-9.9% | $57,658+21.9% |
| Participation rate | 77.5% | 79.7%-2.3pp | 75.5%+1.9pp | 70.2%+7.2pp |
| Annual return | 10.10% | 12.14%-2.0pp | 425.96%-415.9pp | 5.13%+5.0pp |
| Employer contribution / active EE | $829 | $2,365-64.9% | $2,470-66.4% | $1,974-58.0% |
| Participant deferral / active EE | $3,729 | $3,533+5.6% | $3,497+6.7% | $3,061+21.9% |
| Admin fee / account holder | $264 | $93+182.9% | $5,480-95.2% | $95+178.9% |