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.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $41,800 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Direct paymen... | $10,449 |
TRI-AD ACTUARIES, INC.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $1,950 |
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 | $89,667 | $155,795-42.4% | $136,294-34.2% | $69,631+28.8% |
| Participation rate | 98.1% | 75.2%+22.8pp | 81.9%+16.1pp | 70.7%+27.4pp |
| Annual return | 18.82% | 232464.33%-232445.5pp | 5155.94%-5137.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $910 | $2,991-69.6% | $4,695-80.6% | $2,032-55.2% |
| Participant deferral / active EE | $6,955 | $5,394+28.9% | $6,247+11.3% | $3,224+115.7% |
| Admin fee / account holder | $4 | $128-96.5% | $9,243-100.0% | $110-96.0% |