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 | $39,073 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $12,934 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,376 | $66,310-49.7% | $93,606-64.3% | $65,185-48.8% |
| Participation rate | 67.0% | 74.0%-7.0pp | 75.8%-8.9pp | 70.2%-3.2pp |
| Annual return | 22.26% | 42.58%-20.3pp | 32.76%-10.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $190 | $2,012-90.6% | $2,718-93.0% | $2,177-91.3% |
| Participant deferral / active EE | $1,915 | $3,342-42.7% | $4,069-52.9% | $3,514-45.5% |
| Admin fee / account holder | $269 | $6,897-96.1% | $7,888-96.6% | $847-68.3% |