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 Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $58,613 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $9,812 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $601 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,875 | $76,050+120.7% | $96,544+73.9% | $71,457+134.9% |
| Participation rate | 98.0% | 74.4%+23.6pp | 76.0%+22.1pp | 67.9%+30.1pp |
| Annual return | 14.86% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $5,004 | $2,244+123.0% | $2,965+68.8% | $2,588+93.4% |
| Participant deferral / active EE | $3,099 | $4,215-26.5% | $4,851-36.1% | $4,289-27.7% |
| Admin fee / account holder | $6 | $2,707-99.8% | $8,252-99.9% | $1,587-99.6% |