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 | $14,735 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,822 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,259 | $99,957-82.7% | $149,696-88.5% | $73,488-76.5% |
| Participation rate | 96.5% | 75.7%+20.8pp | 82.5%+14.0pp | 70.7%+25.8pp |
| Annual return | 19.04% | 53.87%-34.8pp | 276.60%-257.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,225 | $3,191-61.6% | $4,644-73.6% | $2,270-46.1% |
| Participant deferral / active EE | $4,058 | $6,073-33.2% | $6,842-40.7% | $3,740+8.5% |
| Admin fee / account holder | $104 | $551-81.2% | $9,309-98.9% | $513-79.8% |