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 |
|---|---|---|
401(K) ADVISORS INC8 years Filed as: WF ADVISORS, LLC Service code 15 · EIN 34-1542819 | Recordkeeping | $21,920 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CWM, LLC Service code 26 · EIN 27-4011107 | Advisory (Participants) | $21,072 |
FOSTER GROUP8 years Filed as: FOSTER GROUP, INC. Service code 26 · EIN 42-1361385 | Advisory (Participants) | $13,298 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,323 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $520,109 | $81,248+540.1% | $155,509+234.5% | $80,856+543.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.26% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $17,823 | $3,100+474.9% | $4,672+281.5% | $2,755+547.0% |
| Participant deferral / active EE | $11,878 | $3,452+244.1% | $5,626+111.1% | $4,296+176.5% |
| Admin fee / account holder | $574 | $7,997-92.8% | $15,912-96.4% | $6,918-91.7% |