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 | $123,498 |
WITHUMSMITH+BROWN, PC2 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 10 · EIN 74-2751720 | Accounting | $5,000 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $73,761 | $81,474-9.5% | $133,956-44.9% | $73,488+0.4% |
| Participation rate | 89.7% | 76.4%+13.4pp | 79.8%+9.9pp | 70.7%+19.1pp |
| Annual return | 9.68% | 19.40%-9.7pp | 45.09%-35.4pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,416 | $2,209-35.9% | $3,919-63.9% | $2,270-37.6% |
| Participant deferral / active EE | $1,232 | $3,786-67.5% | $5,048-75.6% | $3,740-67.1% |
| Admin fee / account holder | $508 | $713-28.8% | $8,927-94.3% | $513-1.0% |