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 37 · EIN 04-2647786 | Loan Processing | $344,812 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $55,000 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $28,000 |
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 | $38,390 | $33,283+15.3% | $77,482-50.5% | $93,223-58.8% |
| Participation rate | 34.6% | 33.8%+0.8pp | 54.2%-19.6pp | 74.9%-40.3pp |
| Annual return | 15.53% | 16.24%-0.7pp | 54.79%-39.3pp | 19.29%-3.8pp |
| Employer contribution / active EE | $233 | $311-25.1% | $986-76.4% | $2,680-91.3% |
| Participant deferral / active EE | $1,060 | $886+19.6% | $1,861-43.1% | $4,563-76.8% |
| Admin fee / account holder | $128 | $97+31.7% | $2,858-95.5% | $79+61.3% |