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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $225,561 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $51,974 |
R. THAMES-SIMMONS2+ years Service code 30 · EIN 36-2261990 | Employee (plan) | $43,015 |
T. JESIONSKI2+ years Service code 30 · EIN 36-2261990 | Employee (plan) | $40,154 |
MARCO CONSULTING GROUP2+ years Filed as: THE MARCO CONSULTING COMPANY Service code 17 · EIN 36-3555078 | Pension Consulting | $17,000 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1975125 | Consulting | $6,234 |
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 | $264,447 | $221,442+19.4% | $92,233+186.7% | $77,958+239.2% |
| Participation rate | 70.5% | 79.6%-9.1pp | 76.5%-6.0pp | 71.6%-1.2pp |
| Annual return | 17.70% | 15.65%+2.0pp | 176.28%-158.6pp | 20.87%-3.2pp |
| Employer contribution / active EE | $16,075 | $3,226+398.3% | $3,679+336.9% | $2,310+595.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $689 | $210+228.7% | $5,194-86.7% | $97+607.7% |