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.1 year Service code 15 · EIN 94-1347393 299 SOUTH MAIN, 5TH FLOOR · SALT LAKE CITY, UT 84111 | Recordkeeping | $37,617 |
GASBER FINANCIAL ADVISORS4+ years Filed as: GASBER FINANCIAL ADVISORS, INC Service code 26 81 BLUE RAVINE ROAD · FOLSOM, CA 95630 | Advisory (Participants) | $0 |
THE KARRAS COMPANY4+ years Service code 26 4695 SOUTH 1900 WEST · ROY, UT 84067 | Advisory (Participants) | $0 |
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 | $91,376 | $76,000+20.2% | $154,107-40.7% | $64,186+42.4% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $10,255 | $3,351+206.0% | $5,298+93.6% | $2,381+330.7% |
| Participant deferral / active EE | $2,519 | $3,175-20.7% | $5,081-50.4% | $3,470-27.4% |
| Admin fee / account holder | $243 | $5,596-95.7% | $13,411-98.2% | $4,888-95.0% |