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.1+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 48-1305000 | Other Fees | $136,085 |
JUDD THOMAS SMITH & COMPANY P.C.1+ years Filed as: JUDD, THOMAS, SMITH & COMPANY P.C. Service code 99 · EIN 75-1668928 | Other Fees | $7,974 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,699 |
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 | $239,298 | $70,002+241.8% | $115,037+108.0% | $52,331+357.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 0.30% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $12,797 | $2,715+371.4% | $4,608+177.7% | $1,882+580.1% |
| Participant deferral / active EE | $12,865 | $4,920+161.5% | $6,026+113.5% | $3,022+325.7% |
| Admin fee / account holder | $33 | $566-94.1% | $8,175-99.6% | $592-94.4% |