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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,113 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $35,822 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $11,232 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,928 | $89,465+0.5% | $164,866-45.5% | $77,671+15.8% |
| Participation rate | 97.4% | 78.6%+18.8pp | 78.6%+18.8pp | 70.6%+26.8pp |
| Annual return | 15.01% | 28.81%-13.8pp | 69.97%-55.0pp | 31.21%-16.2pp |
| Employer contribution / active EE | $2,436 | $2,568-5.1% | $4,343-43.9% | $2,726-10.7% |
| Participant deferral / active EE | $8,918 | $4,897+82.1% | $6,033+47.8% | $4,648+91.9% |
| Admin fee / account holder | $173 | $340-49.2% | $12,689-98.6% | $430-59.9% |