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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $25,255 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 12 EAST WASHINGTON ST. · GREENVILLE, SC 296010000 | Custodial (securities); Custodial (ot... | $9,589 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $4,972 |
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 | $80,265 | $81,208-1.2% | $98,907-18.8% | $79,858+0.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.10% | 60.99%-47.9pp | 196.43%-183.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,579 | $1,960+82.6% | $2,689+33.1% | $2,471+44.8% |
| Participant deferral / active EE | $3,968 | $3,265+21.5% | $4,244-6.5% | $3,740+6.1% |
| Admin fee / account holder | $340 | $6,013-94.3% | $6,642-94.9% | $5,306-93.6% |