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 | $824,648 |
CALLAN LLC2+ years Filed as: CALLAN ASSOC. Service code 16 · EIN 94-2192581 | Consulting | $165,625 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $35,075 |
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 | $68,749 | $51,897+32.5% | $84,750-18.9% | $329,111-79.1% |
| Participation rate | 94.2% | 73.2%+21.0pp | 76.6%+17.6pp | 67.9%+26.3pp |
| Annual return | 6.23% | 11.82%-5.6pp | 22.78%-16.6pp | 16.35%-10.1pp |
| Employer contribution / active EE | $3,157 | $3,022+4.5% | $3,574-11.7% | $2,303+37.0% |
| Participant deferral / active EE | $5,766 | $2,346+145.8% | $3,712+55.4% | $3,682+56.6% |
| Admin fee / account holder | $68 | $97-29.6% | $5,332-98.7% | $754-90.9% |