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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $33,312 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,002 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 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 | $39,923 | $56,152-28.9% | $185,823-78.5% | $73,409-45.6% |
| Participation rate | 49.0% | 67.6%-18.6pp | 78.0%-29.1pp | 72.2%-23.2pp |
| Annual return | 15.80% | 17.59%-1.8pp | 35.95%-20.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $526 | $1,532-65.7% | $4,087-87.1% | $2,234-76.4% |
| Participant deferral / active EE | $1,568 | $3,659-57.2% | $5,632-72.2% | $3,805-58.8% |
| Admin fee / account holder | $97 | $132-26.8% | $9,500-99.0% | $158-38.8% |