See peer percentile detail. $4.99 for your first month.
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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 37 · EIN 04-2647786 | Loan Processing | $302,068 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $55,000 |
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $8,160 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,383 | $27,322+14.9% | $74,701-58.0% | $82,204-61.8% |
| Participation rate | 30.5% | 31.7%-1.3pp | 54.5%-24.0pp | 73.4%-42.9pp |
| Annual return | 25.95% | 28.26%-2.3pp | 752.92%-727.0pp | 26.31%-0.4pp |
| Employer contribution / active EE | $487 | $324+50.3% | $1,084-55.1% | $2,707-82.0% |
| Participant deferral / active EE | $1,291 | $909+42.1% | $1,964-34.2% | $4,246-69.6% |
| Admin fee / account holder | $93 | $86+8.4% | $3,333-97.2% | $76+23.5% |