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 ADVISORS LLC Service code 27 401 S. TRYON STREET · CHARLOTTEE, NC 28081 | Advisory (Plan) | $66,473 |
METRO BENEFITS, INC.5+ years Service code 13 THE EXECUTIVE CENTER · PITTSBURGH, PA 15237 | Contract Administrator | $2,035 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,246 |
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 | $187,251 | $52,953+253.6% | $172,739+8.4% | $65,185+187.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.62% | 30.12%-6.5pp | 802.84%-779.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $6,597 | $2,190+201.3% | $5,143+28.3% | $2,177+203.1% |
| Participant deferral / active EE | $4,755 | $2,471+92.4% | $5,198-8.5% | $3,514+35.3% |
| Admin fee / account holder | $345 | $472-27.0% | $13,954-97.5% | $847-59.3% |