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.6 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $22,106 |
KREISCHER MILLER3 years Service code 15 100 WITMER ROAD · HORSHAM, PA 19044 | Recordkeeping | $15,300 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,381 | $64,707+214.3% | $112,228+81.2% | $68,494+196.9% |
| Participation rate | 84.9% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.1pp |
| Annual return | -16.94% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,419 | $2,746+60.9% | $3,635+21.6% | $2,596+70.2% |
| Participant deferral / active EE | $12,400 | $3,565+247.8% | $4,728+162.3% | $4,027+207.9% |
| Admin fee / account holder | $350 | $5,232-93.3% | $6,410-94.5% | $5,403-93.5% |