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.8+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 41 W RIVERSIDE, SUITE 500 · SPOKANE, WA 99201 | Investment Management | $43,301 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0140847 PO BOX 1914 · BISMARCK, ND 58502 | Accounting | $12,400 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 42-1612198 P.O. BOX 1890 · SPOKANE VALLEY, WA 99037 | Recordkeeping | $10,175 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 91-1413616 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,791 | $44,764+9.0% | $68,791-29.1% | $64,808-24.7% |
| Participation rate | 36.6% | 64.8%-28.2pp | 69.0%-32.5pp | 71.5%-34.9pp |
| Annual return | -13.85% | -10.91%-2.9pp | -6.38%-7.5pp | 32.82%-46.7pp |
| Employer contribution / active EE | $862 | $1,775-51.5% | $2,655-67.5% | $2,506-65.6% |
| Participant deferral / active EE | $2,276 | $3,238-29.7% | $3,941-42.2% | $4,310-47.2% |
| Admin fee / account holder | $189 | $151+25.1% | $4,932-96.2% | $188+0.8% |