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.5 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $69,529 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $12,473 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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 | $179,877 | $79,171+127.2% | $102,423+75.6% | $74,495+141.5% |
| Participation rate | 98.8% | 74.8%+24.0pp | 76.5%+22.3pp | 67.2%+31.6pp |
| Annual return | 12.52% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,723 | $2,362+99.9% | $3,023+56.2% | $2,623+80.0% |
| Participant deferral / active EE | $3,550 | $4,415-19.6% | $5,053-29.7% | $4,346-18.3% |
| Admin fee / account holder | $8 | $2,001-99.6% | $9,451-99.9% | $1,942-99.6% |