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 | $63,133 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $53,193 |
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 | $152,187 | $58,290+161.1% | $98,442+54.6% | $86,799+75.3% |
| Participation rate | 80.6% | 68.3%+12.2pp | 73.3%+7.2pp | 72.3%+8.3pp |
| Annual return | 14.68% | 43.48%-28.8pp | 1492.73%-1478.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $3,785 | $2,008+88.5% | $2,960+27.9% | $2,405+57.4% |
| Participant deferral / active EE | $11,832 | $3,152+275.3% | $4,276+176.7% | $4,131+186.4% |
| Admin fee / account holder | $218 | $138+58.5% | $5,949-96.3% | $170+28.8% |