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 | $79,104 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $61,557 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $42,981 | $30,555+40.7% | $80,716-46.8% | $86,799-50.5% |
| Participation rate | 96.1% | 37.2%+58.9pp | 54.2%+42.0pp | 72.3%+23.9pp |
| Annual return | 14.96% | 30.35%-15.4pp | 87.28%-72.3pp | 97.91%-82.9pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,793 | $1,050+166.1% | $2,146+30.2% | $4,131-32.4% |
| Admin fee / account holder | $190 | $135+40.3% | $3,380-94.4% | $170+12.1% |