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 Service code 15 · EIN 94-1347393 | Recordkeeping | $58,090 |
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $22,057 |
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 | $36,581 | $57,921-36.8% | $84,750-56.8% | $57,658-36.6% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 70.2%+15.5pp |
| Annual return | 6.28% | 10.24%-4.0pp | 22.78%-16.5pp | 5.13%+1.1pp |
| Employer contribution / active EE | $766 | $2,598-70.5% | $3,574-78.6% | $1,974-61.2% |
| Participant deferral / active EE | $2,524 | $2,742-8.0% | $3,712-32.0% | $3,061-17.5% |
| Admin fee / account holder | $129 | $130-0.8% | $5,332-97.6% | $95+36.2% |