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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,400 |
WELLS FARGO BANK, N.A.7+ years Service code 37 · EIN 94-1347393 | Loan Processing | $330 |
Employer contribution per participant 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 | $53,975 | $50,199+7.5% | $70,092-23.0% | $66,914-19.3% |
| Participation rate | 97.8% | 66.3%+31.5pp | 70.5%+27.4pp | 69.8%+28.0pp |
| Annual return | 5.08% | -13.85%+18.9pp | 190.73%-185.7pp | 1.58%+3.5pp |
| Employer contribution / active EE | $487 | $1,864-73.9% | $2,559-81.0% | $2,544-80.9% |
| Participant deferral / active EE | $2,746 | $3,112-11.8% | $3,849-28.6% | $4,237-35.2% |
| Admin fee / account holder | $8 | $600-98.7% | $6,267-99.9% | $593-98.7% |