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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $557,142 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,000 |
BLUM SHAPIRO4+ years Service code 10 · EIN 06-1009205 | Accounting | $19,815 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $83,722 | $37,884+121.0% | $79,464+5.4% | $75,289+11.2% |
| Participation rate | 94.1% | 65.0%+29.1pp | 73.3%+20.8pp | 72.4%+21.7pp |
| Annual return | -3.61% | 1.06%-4.7pp | 718.14%-721.8pp | -0.04%-3.6pp |
| Employer contribution / active EE | $2,758 | $1,680+64.2% | $2,800-1.5% | $2,405+14.7% |
| Participant deferral / active EE | $6,648 | $2,569+158.8% | $3,704+79.5% | $3,739+77.8% |
| Admin fee / account holder | $245 | $77+219.5% | $5,113-95.2% | $102+139.1% |