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.5+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $257,516 |
BB&T5+ years Filed as: BB&T INSTITUTIONAL INVESTMENTS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $50,000 |
SMITH, GAMBRELL & RUSSELL, LLP5+ years Filed as: VESTAL & WILER Service code 10 · EIN 59-3198021 | Accounting | $47,475 |
KUENZI & COMPANY LLC1 year Filed as: KUENZI & CMPANY LLC Service code 10 · EIN 93-1235599 | Accounting | $9,500 |
Filed as: ORCHARD HILLS Service code 16 · EIN 20-0847307 | Consulting | $7,724 |
Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $5,188 |
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 | $71,284 | $71,757-0.7% | $75,886-6.1% | $82,204-13.3% |
| Participation rate | 43.2% | 69.0%-25.8pp | 69.3%-26.1pp | 73.4%-30.2pp |
| Annual return | 21.17% | 22.77%-1.6pp | 30.76%-9.6pp | 26.31%-5.1pp |
| Employer contribution / active EE | $1,092 | $2,325-53.0% | $2,500-56.3% | $2,707-59.7% |
| Participant deferral / active EE | $2,197 | $3,327-33.9% | $3,603-39.0% | $4,246-48.2% |
| Admin fee / account holder | $96 | $87+11.0% | $5,418-98.2% | $76+27.5% |