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 13 · EIN 42-0127290 | Contract Administrator | $154,871 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $130,202 |
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 | $44,429 | $62,943-29.4% | $142,863-68.9% | $93,030-52.2% |
| Participation rate | 94.0% | 63.3%+30.7pp | 71.9%+22.1pp | 73.9%+20.1pp |
| Annual return | 15.16% | 16.28%-1.1pp | 5637.54%-5622.4pp | 158.70%-143.5pp |
| Employer contribution / active EE | $1,452 | $1,374+5.7% | $4,144-65.0% | $2,706-46.3% |
| Participant deferral / active EE | $4,567 | $2,841+60.8% | $3,837+19.0% | $4,562+0.1% |
| Admin fee / account holder | $68 | $103-34.1% | $6,560-99.0% | $152-55.4% |