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.8 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $24,475 |
KREISCHER MILLER6 years Filed as: KREISCHER MILLER CARROLL ENGINEERIN Service code 15 · EIN 23-1980475 | Recordkeeping | $18,617 |
ADP BROKER-DEALER8 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,816 | $81,460+257.0% | $103,333+181.4% | $80,856+259.7% |
| Participation rate | 86.8% | 66.8%+20.0pp | 74.5%+12.3pp | 67.6%+19.2pp |
| Annual return | 13.12% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,115 | $3,105+32.5% | $3,868+6.4% | $2,755+49.4% |
| Participant deferral / active EE | $13,327 | $3,869+244.5% | $5,057+163.5% | $4,296+210.2% |
| Admin fee / account holder | $449 | $6,566-93.2% | $8,355-94.6% | $6,918-93.5% |