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 | $12,980 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $8,800 |
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 | $35,697 | $39,245-9.0% | $64,105-44.3% | $52,331-31.8% |
| Participation rate | 97.9% | 58.2%+39.6pp | 68.2%+29.7pp | 68.1%+29.8pp |
| Annual return | -2.04% | 14.79%-16.8pp | 791.24%-793.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,241 | $736+68.6% | $1,820-31.8% | $1,882-34.0% |
| Participant deferral / active EE | $4,402 | $1,992+121.0% | $2,822+56.0% | $3,022+45.7% |
| Admin fee / account holder | $170 | $592-71.4% | $4,499-96.2% | $592-71.3% |