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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $184,897 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $73,172 |
Service code 13 · EIN 42-1426202 | Contract Administrator | $25,923 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $22,313 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $19,124 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $170,021 | $60,396+181.5% | $83,848+102.8% | $75,289+125.8% |
| Participation rate | 71.3% | 80.7%-9.5pp | 76.1%-4.9pp | 72.4%-1.1pp |
| Annual return | -4.92% | 3.84%-8.8pp | 850.88%-855.8pp | -0.04%-4.9pp |
| Employer contribution / active EE | $7,838 | $3,343+134.5% | $3,631+115.9% | $2,405+225.9% |
| Participant deferral / active EE | $809 | $2,922-72.3% | $4,082-80.2% | $3,739-78.4% |
| Admin fee / account holder | $389 | $141+175.8% | $5,478-92.9% | $102+280.8% |