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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,288 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S. TRYON ST. · CHARLOTTE, NC 28081 | Advisory (Plan) | $13,185 |
Service code 13 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $1,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,137 | $73,102-43.7% | $123,544-66.7% | $56,287-26.9% |
| Participation rate | 91.3% | 74.3%+16.9pp | 82.3%+9.0pp | 69.9%+21.4pp |
| Annual return | -4.29% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $595 | $2,977-80.0% | $4,628-87.1% | $2,111-71.8% |
| Participant deferral / active EE | $2,898 | $5,423-46.6% | $6,426-54.9% | $3,350-13.5% |
| Admin fee / account holder | $222 | $554-60.0% | $9,284-97.6% | $521-57.4% |