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 Service code 15 · EIN 94-1347393 | Recordkeeping | $16,560 |
Filed as: CONSOLIDATED INVESTMENT ADVISORS Service code 27 · EIN 56-1902157 | Advisory (Plan) | $12,283 |
GREERWALKER LLP2+ years Service code 10 · EIN 56-1434747 | Accounting | $11,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,942 | $60,349-9.0% | $74,183-25.9% | $62,891-12.6% |
| Participation rate | 98.7% | 72.7%+26.0pp | 76.6%+22.1pp | 69.3%+29.4pp |
| Annual return | 6.16% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,250 | $1,680+33.9% | $2,370-5.1% | $2,281-1.4% |
| Participant deferral / active EE | $4,112 | $2,856+44.0% | $3,550+15.8% | $3,203+28.4% |
| Admin fee / account holder | $433 | $4,261-89.8% | $5,586-92.2% | $4,296-89.9% |