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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $191,152 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $141,248 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $13,800 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $37,680 | $80,211-53.0% | $74,183-49.2% | $63,975-41.1% |
| Participation rate | 95.3% | 84.2%+11.1pp | 76.6%+18.6pp | 71.1%+24.1pp |
| Annual return | 9.20% | 14.13%-4.9pp | 17.74%-8.5pp | 48.65%-39.4pp |
| Employer contribution / active EE | $2,000 | $2,553-21.7% | $2,370-15.6% | $2,182-8.3% |
| Participant deferral / active EE | $3,206 | $4,370-26.6% | $3,550-9.7% | $3,356-4.5% |
| Admin fee / account holder | $162 | $67+141.7% | $5,586-97.1% | $70+130.6% |