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 Filed as: WELLS FARGO ADVISOR Service code 28 · EIN 34-1542819 | Investment Management | $134,238 |
COHNREZNICK LLP3+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $14,560 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $14,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,040 | $55,449+64.2% | $83,848+8.6% | $56,287+61.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -8.19% | -1.38%-6.8pp | 850.88%-859.1pp | -9.96%+1.8pp |
| Employer contribution / active EE | $9,808 | $2,430+303.5% | $3,631+170.1% | $2,111+364.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $893 | $656+36.2% | $5,478-83.7% | $521+71.5% |