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 Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 26 · EIN 34-1542819 1 N JEFFERSON AVE · SAINT LOUIS, MO 631032205 | Advisory (Participants) | $16,025 |
NATIONWIDE4 years Service code 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $9,629 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $1,125 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,830 | $73,933-31.2% | $96,683-47.4% | $75,163-32.4% |
| Participation rate | 82.8% | 66.4%+16.4pp | 74.3%+8.5pp | 67.2%+15.6pp |
| Annual return | 20.36% | 26.70%-6.3pp | 35.69%-15.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,849 | $2,928-36.8% | $3,737-50.5% | $2,670-30.7% |
| Participant deferral / active EE | $3,265 | $3,659-10.8% | $4,878-33.1% | $4,125-20.9% |
| Admin fee / account holder | $285 | $5,216-94.5% | $6,730-95.8% | $5,651-95.0% |