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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,267 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 13 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Contract Administrator | $15,000 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $7,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,982 | $70,908+41.0% | $98,907+1.1% | $73,488+36.1% |
| Participation rate | 57.1% | 73.8%-16.7pp | 76.0%-19.0pp | 70.7%-13.6pp |
| Annual return | 19.24% | 34.17%-14.9pp | 196.43%-177.2pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,654 | $2,036-18.8% | $2,689-38.5% | $2,270-27.1% |
| Participant deferral / active EE | $2,091 | $3,500-40.3% | $4,244-50.7% | $3,740-44.1% |
| Admin fee / account holder | $350 | $535-34.5% | $6,642-94.7% | $513-31.8% |