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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $44,341 |
THE CENTURION GROUP, LLC3+ years Filed as: THE CENTURION GROUP LLC Service code 27 · EIN 20-8374397 | Advisory (Plan) | $20,000 |
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 | $161,930 | $80,753+100.5% | $136,294+18.8% | $62,292+160.0% |
| Participation rate | 94.9% | 73.5%+21.4pp | 81.9%+13.0pp | 69.5%+25.4pp |
| Annual return | 20.30% | 35.83%-15.5pp | 5155.94%-5135.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $7,854 | $2,884+172.4% | $4,695+67.3% | $2,042+284.6% |
| Participant deferral / active EE | $9,081 | $5,164+75.8% | $6,247+45.4% | $3,169+186.5% |
| Admin fee / account holder | $426 | $525-18.9% | $9,243-95.4% | $479-11.1% |