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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $76,985 |
MOUNTJOY CHILTON MEDLEY LLP1+ years Service code 27 · EIN 27-1235638 | Advisory (Plan) | $24,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,453 | $44,229+11.8% | $155,790-68.3% | $55,191-10.4% |
| Participation rate | 94.9% | 60.8%+34.1pp | 76.1%+18.8pp | 69.2%+25.7pp |
| Annual return | -4.61% | 0.37%-5.0pp | 71.54%-76.1pp | 10.78%-15.4pp |
| Employer contribution / active EE | $2,622 | $1,317+99.0% | $3,836-31.7% | $1,899+38.1% |
| Participant deferral / active EE | $6,681 | $2,851+134.3% | $4,797+39.3% | $3,046+119.3% |
| Admin fee / account holder | $149 | $86+73.0% | $7,478-98.0% | $91+64.3% |