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 Service code 15 · EIN 94-1347393 | Recordkeeping | $92,444 |
LEE, DANNER & BASS, INC.5+ years Service code 26 ONE AMERICAN CENTER · NASHVILLE, TN 37203 | Advisory (Participants) | $19,024 |
ABERNATHY INVESTMENT MGMT3 years Service code 26 · EIN 41-4903228 | Advisory (Participants) | $10,201 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $324,007 | $88,122+267.7% | $141,162+129.5% | $67,579+379.4% |
| Participation rate | 98.6% | 76.5%+22.1pp | 82.5%+16.1pp | 71.3%+27.3pp |
| Annual return | 23.59% | 75.40%-51.8pp | 71.39%-47.8pp | 378.56%-355.0pp |
| Employer contribution / active EE | $14,315 | $3,224+344.0% | $4,735+202.3% | $2,148+566.5% |
| Participant deferral / active EE | $11,974 | $5,958+101.0% | $6,709+78.5% | $3,539+238.3% |
| Admin fee / account holder | $178 | $131+35.7% | $10,261-98.3% | $142+24.8% |