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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,248 |
FRIEDMAN & ANSPACH2+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 | Accounting | $9,940 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,743 | $44,425-62.3% | $67,834-75.3% | $55,167-69.7% |
| Participation rate | 98.2% | 59.7%+38.5pp | 68.8%+29.4pp | 69.0%+29.2pp |
| Annual return | 4.47% | 17.80%-13.3pp | 138.47%-134.0pp | 169.23%-164.8pp |
| Employer contribution / active EE | $1,008 | $1,351-25.4% | $2,403-58.1% | $1,963-48.6% |
| Participant deferral / active EE | $3,088 | $2,166+42.6% | $3,160-2.3% | $3,054+1.1% |
| Admin fee / account holder | $233 | $530-56.0% | $4,622-95.0% | $504-53.7% |