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 9-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 | $22,323 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY Service code 49 · EIN 54-0910269 | Other Services | $13,816 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,269 | $84,487-58.3% | $125,339-71.9% | $66,914-47.3% |
| Participation rate | 63.0% | 76.4%-13.4pp | 82.4%-19.3pp | 69.8%-6.8pp |
| Annual return | -19.51% | -8.39%-11.1pp | 572.05%-591.6pp | 1.58%-21.1pp |
| Employer contribution / active EE | $1,358 | $3,553-61.8% | $4,814-71.8% | $2,544-46.6% |
| Participant deferral / active EE | $3,620 | $6,781-46.6% | $7,446-51.4% | $4,237-14.6% |
| Admin fee / account holder | $221 | $685-67.7% | $10,010-97.8% | $593-62.7% |