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 Service code 15 · EIN 94-1347393 | Recordkeeping | $45,920 |
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $21,841 |
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 | $37,699 | $50,498-25.3% | $75,781-50.3% | $55,191-31.7% |
| Participation rate | 88.2% | 69.4%+18.8pp | 75.8%+12.4pp | 69.2%+19.0pp |
| Annual return | 3.41% | 1.80%+1.6pp | 9.68%-6.3pp | 10.78%-7.4pp |
| Employer contribution / active EE | $816 | $2,291-64.4% | $3,323-75.4% | $1,899-57.0% |
| Participant deferral / active EE | $2,521 | $2,589-2.6% | $3,651-31.0% | $3,046-17.2% |
| Admin fee / account holder | $128 | $123+3.7% | $5,299-97.6% | $91+40.5% |