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 LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $83,482 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,762 |
KERNUTT STOKES LLP5 years Filed as: KERNUTT, STOKES, BRANDT & CO. Service code 10 1600 EXECUTIVE PARKWAY STE 110 · EUGENE, OR 97401 | Accounting | $15,690 |
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 | $120,929 | $85,135+42.0% | $98,907+22.3% | $73,409+64.7% |
| Participation rate | 87.5% | 81.1%+6.3pp | 76.0%+11.4pp | 72.2%+15.3pp |
| Annual return | 14.95% | 19.14%-4.2pp | 196.43%-181.5pp | 59.29%-44.3pp |
| Employer contribution / active EE | $2,551 | $2,721-6.2% | $2,689-5.1% | $2,234+14.2% |
| Participant deferral / active EE | $5,261 | $4,349+21.0% | $4,244+24.0% | $3,805+38.3% |
| Admin fee / account holder | $333 | $139+139.3% | $6,642-95.0% | $158+111.0% |