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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $133,556 |
Filed as: CBIZ, MHM LLC Service code 10 · EIN 34-1874260 | Accounting | $8,215 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,175 | $123,286-88.5% | $75,670-81.3% | $77,958-81.8% |
| Participation rate | 95.8% | 78.8%+17.0pp | 72.3%+23.5pp | 71.6%+24.2pp |
| Annual return | 25.07% | 20.45%+4.6pp | 27.34%-2.3pp | 20.87%+4.2pp |
| Employer contribution / active EE | $1,299 | $2,035-36.2% | $2,352-44.8% | $2,310-43.8% |
| Participant deferral / active EE | $2,852 | $3,095-7.9% | $3,142-9.3% | $3,537-19.4% |
| Admin fee / account holder | $76 | $144-47.2% | $5,800-98.7% | $97-21.9% |