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 Service code 15 · EIN 94-1347393 | Recordkeeping | $116,416 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-1908691 | Accounting | $13,900 |
RBC WEALTH MANAGEMENT6+ years Service code 33 60 SOUTH 6T ST · MINNEAPOLIS, MN 554024422 | Direct payment from the plan; Securit... | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,115 | $99,957+269.3% | $149,696+146.6% | $73,488+402.3% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 15.45% | 53.87%-38.4pp | 276.60%-261.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $14,243 | $3,191+346.3% | $4,644+206.7% | $2,270+527.4% |
| Participant deferral / active EE | $12,330 | $6,073+103.0% | $6,842+80.2% | $3,740+229.7% |
| Admin fee / account holder | $453 | $551-17.8% | $9,309-95.1% | $513-11.8% |