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 13 · EIN 42-0127290 | Contract Administrator | $82,860 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,214 |
AMERICAN FUNDS4 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $10,329 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $6,499 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,461 | $50,956-28.4% | $96,562-62.2% | $86,799-58.0% |
| Participation rate | 81.4% | 65.2%+16.2pp | 69.8%+11.6pp | 72.3%+9.2pp |
| Annual return | 15.55% | 21.27%-5.7pp | 37.78%-22.2pp | 97.91%-82.4pp |
| Employer contribution / active EE | $191 | $1,111-82.8% | $2,356-91.9% | $2,405-92.1% |
| Participant deferral / active EE | $2,944 | $2,954-0.4% | $3,849-23.5% | $4,131-28.7% |
| Admin fee / account holder | $225 | $166+35.5% | $6,181-96.4% | $170+32.7% |