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.9+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $39,753 |
FINEMAN WEST & CO1 year Service code 50 801 S FIGUEROA ST · LOS ANGELES, CA 90017 | Direct Payment | $24,000 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,858 |
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 | $77,589 | $76,050+2.0% | $96,544-19.6% | $71,457+8.6% |
| Participation rate | 71.0% | 74.4%-3.4pp | 76.0%-4.9pp | 67.9%+3.1pp |
| Annual return | 14.63% | 22.81%-8.2pp | 25.84%-11.2pp | 28.85%-14.2pp |
| Employer contribution / active EE | $2,717 | $2,244+21.1% | $2,965-8.4% | $2,588+5.0% |
| Participant deferral / active EE | $5,836 | $4,215+38.4% | $4,851+20.3% | $4,289+36.1% |
| Admin fee / account holder | $181 | $2,707-93.3% | $8,252-97.8% | $1,587-88.6% |