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 |
|---|---|---|
Filed as: PUNCH & ASSOC INVESTMENT MANAGEMENT Service code 33 · EIN 82-0565601 | Securities brokerage commissions and ... | $49,842 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $45,382 |
ACCREDITED INVESTORS INC.2+ years Filed as: ACCREDITED INVESTORS INC Service code 33 · EIN 41-1581164 | Securities brokerage; Account mainten... | $36,698 |
THE PORTFOLIO STRATEGY GROUP2+ years Service code 33 · EIN 13-3564557 | Securities brokerage commissions and ... | $12,121 |
BANNERSTONE CAPITAL MANAGEMENT2+ years Service code 33 · EIN 26-2360041 | Account maintenance fees; Securities ... | $6,997 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $574,118 | $46,732+1128.5% | $156,549+266.7% | $55,167+940.7% |
| Participation rate | 92.3% | 65.8%+26.5pp | 84.0%+8.3pp | 69.0%+23.3pp |
| Annual return | 4.64% | 17.72%-13.1pp | 32.23%-27.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $17,644 | $2,105+738.2% | $5,501+220.7% | $1,963+799.1% |
| Participant deferral / active EE | $12,933 | $2,204+486.8% | $4,871+165.5% | $3,054+323.5% |
| Admin fee / account holder | $667 | $418+59.4% | $13,027-94.9% | $504+32.4% |