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 | $112,231 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $92,521 |
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 | $70,588 | $65,223+8.2% | $80,019-11.8% | $55,725+26.7% |
| Participation rate | 82.3% | 80.6%+1.7pp | 75.8%+6.5pp | 70.9%+11.4pp |
| Annual return | -5.60% | 7.59%-13.2pp | 11.22%-16.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $957 | $2,544-62.4% | $2,468-61.2% | $2,078-54.0% |
| Participant deferral / active EE | $4,291 | $3,881+10.6% | $3,686+16.4% | $3,356+27.9% |
| Admin fee / account holder | $239 | $114+108.8% | $6,521-96.3% | $115+107.1% |