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.5+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $279,241 |
Service code 13 · EIN 45-0173185 | Contract Administrator | $207,000 |
KUTAK ROCK LLP2 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $40,280 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $36,000 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $21,200 |
Participant 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 | $114,079 | $66,051+72.7% | $92,893+22.8% | $77,787+46.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 20.93% | 20.69%+0.2pp | 109.41%-88.5pp | 32.57%-11.6pp |
| Employer contribution / active EE | $5,494 | $3,426+60.4% | $3,653+50.4% | $2,504+119.4% |
| Participant deferral / active EE | $442 | $3,013-85.3% | $4,236-89.6% | $3,967-88.9% |
| Admin fee / account holder | $178 | $148+20.6% | $5,794-96.9% | $100+78.2% |