See peer percentile detail. $4.99 for your first month.
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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 | $65,640 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $44,065 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH BROWN Service code 10 · EIN 22-2027092 | Accounting | $18,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,901 | $43,999-16.1% | $79,464-53.6% | $55,725-33.8% |
| Participation rate | 60.6% | 66.9%-6.4pp | 73.3%-12.8pp | 70.9%-10.3pp |
| Annual return | -3.81% | 1.81%-5.6pp | 718.14%-721.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,578 | $1,830-13.8% | $2,800-43.7% | $2,078-24.1% |
| Participant deferral / active EE | $4,262 | $2,538+67.9% | $3,704+15.1% | $3,356+27.0% |
| Admin fee / account holder | $280 | $118+138.5% | $5,113-94.5% | $115+143.4% |