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.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $40,688 |
FLAGEL HUBER FLAGEL2+ years Service code 10 · EIN 31-0796034 | Accounting | $10,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,465 |
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 | $70,892 | $74,024-4.2% | $77,999-9.1% | $57,658+23.0% |
| Participation rate | 90.6% | 79.7%+10.9pp | 75.5%+15.1pp | 70.2%+20.4pp |
| Annual return | 7.21% | 12.14%-4.9pp | 425.96%-418.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,613 | $2,365+10.5% | $2,470+5.8% | $1,974+32.4% |
| Participant deferral / active EE | $3,005 | $3,533-14.9% | $3,497-14.1% | $3,061-1.8% |
| Admin fee / account holder | $58 | $93-37.6% | $5,480-98.9% | $95-38.5% |