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) | $34,277 |
Filed as: B RILEY WEALTH MANAGEMENT Service code 27 · EIN 62-1518255 | Advisory (Plan) | $7,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,424 | $64,286-6.0% | $90,951-33.6% | $73,409-17.7% |
| Participation rate | 91.0% | 63.6%+27.4pp | 69.0%+22.0pp | 72.2%+18.8pp |
| Annual return | 12.59% | 21.45%-8.9pp | 134.60%-122.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,273 | $895+42.3% | $2,122-40.0% | $2,234-43.0% |
| Participant deferral / active EE | $3,985 | $2,453+62.4% | $3,373+18.1% | $3,805+4.7% |
| Admin fee / account holder | $137 | $287-52.2% | $5,959-97.7% | $158-13.0% |