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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $134,340 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $69,067 |
WHN INVESTOR SERVICES5+ years Service code 27 · EIN 39-1382973 | Advisory (Plan) | $25,667 |
BAUMAN ASSOCIATES5+ years Service code 10 · EIN 39-1277627 | Accounting | $14,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,762 | $66,051+194.9% | $92,893+109.7% | $77,787+150.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 24.02% | 20.69%+3.3pp | 109.41%-85.4pp | 32.57%-8.6pp |
| Employer contribution / active EE | $9,561 | $3,426+179.1% | $3,653+161.7% | $2,504+281.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $307 | $148+108.0% | $5,794-94.7% | $100+207.2% |