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.5+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $58,530 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE PRAIRIE GROUP Service code 16 140 SOUTH DEARBORN ST 300 · CHICAGO, IL 60603 | Consulting | $24,000 |
Service code 10 · EIN 34-1638235 | Accounting | $15,510 |
CW BREITSMAN ASSOCIATES LLC3 years Service code 13 401 LIBERTY AVENUE · PITTSBURGH, PA 152221222 | Contract Administrator | $14,832 |
MACALA & PIATT, LLC5+ years Service code 29 · EIN 34-1933033 | Legal | $12,211 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,101 | $91,517-91.1% | $101,248-92.0% | $73,409-89.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 0.50% | 17.17%-16.7pp | 46.47%-46.0pp | 59.29%-58.8pp |
| Employer contribution / active EE | $1,119 | $2,877-61.1% | $3,660-69.4% | $2,234-49.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $319 | $216+47.7% | $5,945-94.6% | $158+102.0% |