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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $124,442 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 99 · EIN 37-6572947 | Other Fees | $13,914 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,708 |
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 | $203,394 | $99,957+103.5% | $149,696+35.9% | $73,488+176.8% |
| Participation rate | 93.0% | 75.7%+17.3pp | 82.5%+10.5pp | 70.7%+22.3pp |
| Annual return | 14.79% | 53.87%-39.1pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,205 | $6,073+101.0% | $6,842+78.4% | $3,740+226.4% |
| Admin fee / account holder | $561 | $551+1.9% | $9,309-94.0% | $513+9.4% |