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 | $116,769 |
Filed as: CBIZ, MHM LLC Service code 10 · EIN 34-1874260 | Accounting | $9,858 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,845 | $58,758-83.2% | $70,014-85.9% | $63,975-84.6% |
| Participation rate | 94.6% | 77.5%+17.2pp | 71.8%+22.8pp | 71.1%+23.5pp |
| Annual return | 30.92% | 18.05%+12.9pp | 12.99%+17.9pp | 48.65%-17.7pp |
| Employer contribution / active EE | $1,444 | $1,973-26.8% | $2,338-38.2% | $2,182-33.8% |
| Participant deferral / active EE | $2,518 | $2,912-13.5% | $2,931-14.1% | $3,356-25.0% |
| Admin fee / account holder | $75 | $71+5.3% | $4,380-98.3% | $70+6.1% |