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 | $76,456 |
NFP RETIREMENT INC5+ years Filed as: NFP RETIREMENT Service code 26 · EIN 33-0905143 | Advisory (Participants) | $22,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,867 | $54,237-46.8% | $90,281-68.0% | $67,579-57.3% |
| Participation rate | 91.2% | 68.6%+22.6pp | 73.3%+17.9pp | 71.3%+19.9pp |
| Annual return | 18.86% | 37.27%-18.4pp | 78.10%-59.2pp | 378.56%-359.7pp |
| Employer contribution / active EE | $563 | $1,846-69.5% | $2,854-80.3% | $2,148-73.8% |
| Participant deferral / active EE | $1,508 | $2,625-42.6% | $3,885-61.2% | $3,539-57.4% |
| Admin fee / account holder | $121 | $123-1.9% | $5,351-97.7% | $142-15.0% |