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 94-1347393 | Recordkeeping | $55,460 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $35,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,715 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,523 | $52,670-45.8% | $90,404-68.4% | $73,409-61.1% |
| Participation rate | 88.2% | 67.7%+20.6pp | 72.7%+15.6pp | 72.2%+16.1pp |
| Annual return | 8.85% | 20.70%-11.9pp | 1293.02%-1284.2pp | 59.29%-50.4pp |
| Employer contribution / active EE | $402 | $1,872-78.5% | $3,262-87.7% | $2,234-82.0% |
| Participant deferral / active EE | $1,769 | $2,807-37.0% | $3,963-55.4% | $3,805-53.5% |
| Admin fee / account holder | $142 | $117+21.8% | $5,611-97.5% | $158-9.9% |