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 | $91,703 |
AMERICAN FUNDS5 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $31,282 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $13,722 |
USI CONSULTING GROUP1 year Service code 27 · EIN 06-1053228 | Advisory (Plan) | $12,820 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $7,309 |
WOODWARD & ASSOCIATES, INC.8+ years Service code 10 · EIN 37-1378349 | Accounting | $4,291 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,048 | $42,353-24.3% | $79,550-59.7% | $64,808-50.5% |
| Participation rate | 74.6% | 64.8%+9.8pp | 69.5%+5.1pp | 71.5%+3.1pp |
| Annual return | -17.37% | -12.24%-5.1pp | 0.16%-17.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $231 | $1,181-80.5% | $2,413-90.4% | $2,506-90.8% |
| Participant deferral / active EE | $3,136 | $3,170-1.1% | $3,985-21.3% | $4,310-27.2% |
| Admin fee / account holder | $224 | $160+40.6% | $6,832-96.7% | $188+19.4% |