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 CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $18,345 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,488 |
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 | $121,438 | $20,316+497.7% | $66,042+83.9% | $74,304+63.4% |
| Participation rate | 86.3% | 62.8%+23.5pp | 67.5%+18.8pp | 60.3%+25.9pp |
| Annual return | 15.28% | 28.10%-12.8pp | 52.11%-36.8pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,031 | $745+307.0% | $1,579+91.9% | $2,241+35.2% |
| Participant deferral / active EE | $6,793 | $1,615+320.5% | $2,835+139.6% | $3,767+80.3% |
| Admin fee / account holder | $32 | $1,668-98.1% | $5,747-99.4% | $2,969-98.9% |