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 | $102,492 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $41,743 |
KIECKHAFER SCHIFFER LLP4 years Service code 10 · EIN 81-5052000 | Accounting | $10,000 |
Annual investment return 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 | $26,310 | $50,815-48.2% | $155,509-83.1% | $77,643-66.1% |
| Participation rate | 77.7% | 63.1%+14.6pp | 78.2%-0.5pp | 70.6%+7.1pp |
| Annual return | 11.55% | 34.80%-23.3pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,092 | $2,822-61.3% | $5,626-80.6% | $4,647-76.5% |
| Admin fee / account holder | $103 | $437-76.5% | $15,912-99.4% | $430-76.1% |