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 8-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 | $41,874 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,236 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $5,000 |
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 | $39,980 | $73,404-45.5% | $87,100-54.1% | $67,579-40.8% |
| Participation rate | 94.0% | 80.9%+13.2pp | 76.9%+17.2pp | 71.3%+22.8pp |
| Annual return | 14.77% | 48.29%-33.5pp | 28.19%-13.4pp | 378.56%-363.8pp |
| Employer contribution / active EE | $1,201 | $2,014-40.3% | $2,521-52.3% | $2,148-44.1% |
| Participant deferral / active EE | $2,399 | $3,913-38.7% | $4,049-40.8% | $3,539-32.2% |
| Admin fee / account holder | $74 | $142-47.7% | $7,497-99.0% | $142-47.9% |