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.6+ years Service code 15 · EIN 94-1377393 | Recordkeeping | $103,143 |
LEE, DANNER & BASS, INC.6+ years Service code 26 ONE AMERICAN CENTER · NASHVILLE, TN 37203 | Advisory (Participants) | $19,504 |
ABERNATHY INVESTMENT MGMT4 years Service code 26 · EIN 41-4903228 | Advisory (Participants) | $6,750 |
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 | $401,023 | $100,801+297.8% | $149,696+167.9% | $73,409+446.3% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 16.01% | 265.34%-249.3pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $18,981 | $3,312+473.2% | $4,644+308.7% | $2,234+749.8% |
| Participant deferral / active EE | $13,833 | $6,404+116.0% | $6,842+102.2% | $3,805+263.5% |
| Admin fee / account holder | $199 | $181+9.8% | $9,309-97.9% | $158+25.8% |