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 7-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,777 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,805 |
BENNING GROUP, LLC1 year Service code 10 · EIN 30-0003878 | Accounting | $0 |
Filed as: FIRM OF SEYFARTH SHAW Service code 21 · EIN 36-2152202 | Bank Trustee | $0 |
Service code 11 · EIN 53-0181291 | Actuarial | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,245 | $185,342-69.7% | $111,297-49.5% | $86,799-35.2% |
| Participation rate | 90.6% | 81.0%+9.6pp | 77.3%+13.2pp | 72.3%+18.3pp |
| Annual return | 14.68% | 500.80%-486.1pp | 54.65%-40.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,775 | $2,246-21.0% | $2,731-35.0% | $2,405-26.2% |
| Participant deferral / active EE | $2,814 | $4,458-36.9% | $4,487-37.3% | $4,131-31.9% |
| Admin fee / account holder | $11 | $255-95.8% | $7,964-99.9% | $170-93.6% |