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 | $122,236 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $26,250 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,446 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,101 | $82,202+9.6% | $125,339-28.1% | $64,808+39.0% |
| Participation rate | 98.3% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | -19.00% | 3.48%-22.5pp | 572.05%-591.1pp | 32.82%-51.8pp |
| Employer contribution / active EE | $3,683 | $3,615+1.9% | $4,814-23.5% | $2,506+47.0% |
| Participant deferral / active EE | $12,039 | $7,175+67.8% | $7,446+61.7% | $4,310+179.3% |
| Admin fee / account holder | $169 | $163+3.8% | $10,010-98.3% | $188-9.8% |