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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $18,060 |
MCBEE & CO PC1 year Filed as: MCBEE & CO. Service code 10 · EIN 03-0494890 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,275 | $71,192+9.9% | $117,854-33.6% | $62,292+25.7% |
| Participation rate | 44.9% | 74.2%-29.3pp | 79.7%-34.7pp | 69.5%-24.6pp |
| Annual return | 14.46% | 18.66%-4.2pp | 335.08%-320.6pp | 28.90%-14.4pp |
| Employer contribution / active EE | $713 | $1,934-63.1% | $3,786-81.2% | $2,042-65.1% |
| Participant deferral / active EE | $2,442 | $3,189-23.4% | $4,482-45.5% | $3,169-22.9% |
| Admin fee / account holder | $57 | $587-90.3% | $8,020-99.3% | $479-88.1% |