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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $16,756 |
MCBEE & CO PC2 years Filed as: MCBEE & CO. Service code 10 · EIN 03-0494890 | Accounting | $6,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,294 |
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 | $77,561 | $66,302+17.0% | $110,238-29.6% | $56,287+37.8% |
| Participation rate | 44.3% | 74.9%-30.6pp | 79.8%-35.5pp | 69.9%-25.6pp |
| Annual return | -6.32% | -1.18%-5.1pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $841 | $2,047-58.9% | $3,826-78.0% | $2,111-60.2% |
| Participant deferral / active EE | $2,638 | $3,381-22.0% | $4,672-43.5% | $3,350-21.2% |
| Admin fee / account holder | $80 | $698-88.6% | $8,547-99.1% | $521-84.7% |