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 18 · EIN 94-1347393 | Custodial (other than securities); In... | $12,182 |
Service code 27 · EIN 76-0451829 | Advisory (Plan) | $7,665 |
Service code 13 · EIN 74-2533381 | Contract Administrator | $5,760 |
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 | $41,059 | $49,177-16.5% | $79,464-48.3% | $64,186-36.0% |
| Participation rate | 81.9% | 65.0%+16.9pp | 73.3%+8.6pp | 69.6%+12.3pp |
| Annual return | 13.72% | -1.16%+14.9pp | 718.14%-704.4pp | 7.63%+6.1pp |
| Employer contribution / active EE | $1,448 | $2,076-30.3% | $2,800-48.3% | $2,381-39.2% |
| Participant deferral / active EE | $2,594 | $2,821-8.1% | $3,704-30.0% | $3,470-25.2% |
| Admin fee / account holder | $241 | $3,839-93.7% | $5,113-95.3% | $4,888-95.1% |