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 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 1 N JEFFERSON AVE · SAINT LOUIS, MO 63103 | Advisory (Plan) | $13,287 |
NATIONWIDE3 years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $9,189 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $600 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,135 | $64,119-42.1% | $112,228-66.9% | $66,914-44.5% |
| Participation rate | 70.6% | 68.5%+2.1pp | 75.1%-4.5pp | 69.8%+0.8pp |
| Annual return | -15.38% | -13.81%-1.6pp | 27.45%-42.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,840 | $3,005-38.8% | $3,635-49.4% | $2,544-27.7% |
| Participant deferral / active EE | $3,129 | $3,693-15.3% | $4,728-33.8% | $4,237-26.1% |
| Admin fee / account holder | $228 | $625-63.5% | $6,410-96.4% | $593-61.5% |