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.1+ years Filed as: WELLS FARGO BANK,.N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $62,822 |
THE CENTURION GROUP, LLC1+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $27,672 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $73,577 | $70,667+4.1% | $123,104-40.2% | $52,331+40.6% |
| Participation rate | 99.5% | 83.7%+15.8pp | 86.8%+12.7pp | 68.1%+31.4pp |
| Annual return | -1.48% | 6.23%-7.7pp | 13.22%-14.7pp | 4.54%-6.0pp |
| Employer contribution / active EE | $3,016 | $2,946+2.4% | $5,151-41.5% | $1,882+60.3% |
| Participant deferral / active EE | $7,516 | $4,493+67.3% | $6,230+20.7% | $3,022+148.7% |
| Admin fee / account holder | $314 | $506-38.0% | $9,015-96.5% | $592-46.9% |