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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON STREET · CHARLOTTEE, NC 28081 | Advisory (Plan) | $71,706 |
METRO BENEFITS, INC.6+ years Service code 13 THE EXECUTIVE CENTER · PITTSBURGH, PA 15237 | Contract Administrator | $2,370 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,196 |
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 | $182,806 | $58,879+210.5% | $178,490+2.4% | $73,488+148.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.22% | 24.86%-7.6pp | 151.07%-133.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $6,281 | $2,236+180.9% | $5,011+25.4% | $2,270+176.7% |
| Participant deferral / active EE | $4,981 | $2,567+94.0% | $5,202-4.2% | $3,740+33.2% |
| Admin fee / account holder | $337 | $400-15.9% | $13,984-97.6% | $513-34.4% |