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 9-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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $97,104 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 27 · EIN 93-0987232 | Advisory (Plan) | $92,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $36,712 | $40,113-8.5% | $84,015-56.3% | $77,787-52.8% |
| Participation rate | 36.4% | 62.8%-26.4pp | 69.0%-32.6pp | 73.2%-36.9pp |
| Annual return | 22.36% | 23.27%-0.9pp | 71.31%-49.0pp | 32.57%-10.2pp |
| Employer contribution / active EE | $65 | $847-92.3% | $1,983-96.7% | $2,504-97.4% |
| Participant deferral / active EE | $1,768 | $2,030-12.9% | $3,239-45.4% | $3,967-55.4% |
| Admin fee / account holder | $171 | $92+86.3% | $6,101-97.2% | $100+70.5% |