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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,070 |
AMERICAN FUNDS1 year Filed as: ADVANCE CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $43,453-100.0% | $109,313-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 59.3%-59.3pp | 71.3%-71.3pp | 71.1%-71.1pp |
| Annual return | 7.72% | 9.85%-2.1pp | 22.07%-14.4pp | 48.65%-40.9pp |
| Employer contribution / active EE | $721 | $1,799-59.9% | $3,892-81.5% | $2,182-67.0% |
| Participant deferral / active EE | $1,081 | $2,093-48.4% | $3,166-65.9% | $3,356-67.8% |
| Admin fee / account holder | $0 | $79-100.0% | $5,666-100.0% | $70-100.0% |