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 Service code 15 · EIN 94-1347393 | Recordkeeping | $191,898 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 17 · EIN 33-0905143 | Pension Consulting | $30,923 |
Filed as: FIDUCIARY FIRST, LLC Service code 16 · EIN 20-5582309 | Consulting | $11,144 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,713 | $53,932-67.2% | $134,143-86.8% | $90,288-80.4% |
| Participation rate | 83.7% | 60.4%+23.4pp | 72.2%+11.6pp | 73.4%+10.4pp |
| Annual return | 11.75% | 23.16%-11.4pp | 36.33%-24.6pp | 53.97%-42.2pp |
| Employer contribution / active EE | $1,250 | $1,611-22.4% | $3,704-66.2% | $2,524-50.5% |
| Participant deferral / active EE | $1,922 | $2,432-21.0% | $3,499-45.1% | $4,232-54.6% |
| Admin fee / account holder | $83 | $104-20.2% | $6,684-98.8% | $114-27.5% |