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 Service code 15 · EIN 94-1347393 | Recordkeeping | $71,777 |
HBLA3 years Service code 50 · EIN 33-0155525 | Direct Payment | $13,775 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,115 | $65,118-63.0% | $76,768-68.6% | $55,725-56.7% |
| Participation rate | 88.7% | 79.6%+9.1pp | 77.0%+11.7pp | 70.9%+17.8pp |
| Annual return | -3.31% | -1.27%-2.0pp | 2.43%-5.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,766 | $3,688-52.1% | $3,852-54.2% | $3,356-47.4% |
| Admin fee / account holder | $179 | $116+54.5% | $6,675-97.3% | $115+55.4% |