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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $40,241 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,688 |
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 | $77,127 | $60,323+27.9% | $81,812-5.7% | $74,495+3.5% |
| Participation rate | 95.8% | 62.9%+32.9pp | 72.3%+23.4pp | 67.2%+28.6pp |
| Annual return | 15.53% | 16.90%-1.4pp | 773.79%-758.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,481 | $2,620+32.8% | $2,912+19.5% | $2,623+32.7% |
| Participant deferral / active EE | $7,745 | $3,387+128.6% | $4,319+79.3% | $4,346+78.2% |
| Admin fee / account holder | $49 | $1,486-96.7% | $7,386-99.3% | $1,942-97.5% |