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.6+ years Filed as: WELLS FARGO ADVISORS Service code 28 1408 GREEN BAY ROAD · STURGEON BAY, WI 54235 | Investment Management | $67,204 |
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $35,874 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-3169253 | Bank Trustee | $32,296 |
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 | $180,902 | $84,936+113.0% | $111,297+62.5% | $79,386+127.9% |
| Participation rate | 99.6% | 75.9%+23.7pp | 77.3%+22.3pp | 70.7%+28.9pp |
| Annual return | 44.41% | 17.45%+27.0pp | 54.65%-10.2pp | 116.85%-72.4pp |
| Employer contribution / active EE | $4,630 | $1,979+133.9% | $2,731+69.5% | $2,427+90.7% |
| Participant deferral / active EE | $6,984 | $3,888+79.6% | $4,487+55.6% | $4,046+72.6% |
| Admin fee / account holder | $467 | $537-13.1% | $7,964-94.1% | $626-25.5% |