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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $96,205 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVCS, LLC Service code 16 · EIN 23-2384840 | Consulting | $82,623 |
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 | $37,872 | $75,388-49.8% | $123,544-69.3% | $55,725-32.0% |
| Participation rate | 86.5% | 75.7%+10.8pp | 82.3%+4.2pp | 70.9%+15.6pp |
| Annual return | -4.87% | 4.48%-9.3pp | 119.20%-124.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $650 | $3,063-78.8% | $4,628-86.0% | $2,078-68.7% |
| Participant deferral / active EE | $6,240 | $5,651+10.4% | $6,426-2.9% | $3,356+86.0% |
| Admin fee / account holder | $190 | $120+58.9% | $9,284-98.0% | $115+65.2% |