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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,700 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $8,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,955 | $66,601+21.6% | $92,893-12.9% | $67,579+19.8% |
| Participation rate | 93.8% | 72.5%+21.3pp | 76.0%+17.8pp | 71.3%+22.5pp |
| Annual return | 2.92% | 92.58%-89.7pp | 109.41%-106.5pp | 378.56%-375.6pp |
| Employer contribution / active EE | $2,579 | $2,775-7.1% | $3,653-29.4% | $2,148+20.1% |
| Participant deferral / active EE | $4,947 | $3,157+56.7% | $4,236+16.8% | $3,539+39.8% |
| Admin fee / account holder | $337 | $199+69.2% | $5,794-94.2% | $142+136.5% |