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 |
|---|---|---|
ADVISER INVESTMENTS1 year Filed as: ADVISOR INVESTMENTS Service code 27 · EIN 27-4946566 | Advisory (Plan) | $46,268 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,321 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,445 |
HKMP1 year Filed as: HKMP LLP Service code 10 · EIN 13-4008185 | Accounting | $18,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,455 | $93,182+76.5% | $146,665+12.1% | $79,386+107.2% |
| Participation rate | 92.3% | 76.4%+15.9pp | 80.1%+12.2pp | 70.7%+21.6pp |
| Annual return | 13.25% | 21.61%-8.4pp | 22.74%-9.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $3,680 | $2,420+52.1% | $4,136-11.0% | $2,427+51.6% |
| Participant deferral / active EE | $7,012 | $4,169+68.2% | $5,506+27.3% | $4,046+73.3% |
| Admin fee / account holder | $454 | $585-22.4% | $10,280-95.6% | $626-27.5% |