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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $321,605 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $39,925 |
CIUNI & PANICHI, INC.5 years Filed as: CIUNI & PANICHI INC. Service code 10 · EIN 34-1322309 | Accounting | $25,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,958 | $47,385-36.8% | $56,411-46.9% | $106,382-71.8% |
| Participation rate | 14.1% | 33.2%-19.1pp | 52.5%-38.4pp | 69.9%-55.8pp |
| Annual return | 16.29% | 17.29%-1.0pp | 1701.33%-1685.0pp | 17.37%-1.1pp |
| Employer contribution / active EE | $107 | $623-82.9% | $1,039-89.7% | $3,364-96.8% |
| Participant deferral / active EE | $539 | $1,440-62.6% | $1,952-72.4% | $5,569-90.3% |
| Admin fee / account holder | $98 | $78+25.3% | $2,829-96.5% | $79+23.5% |