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 | $50,480 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $46,223 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $22,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,955 | $88,122+44.1% | $141,162-10.1% | $67,579+87.9% |
| Participation rate | 95.8% | 76.5%+19.3pp | 82.5%+13.3pp | 71.3%+24.5pp |
| Annual return | 0.78% | 75.40%-74.6pp | 71.39%-70.6pp | 378.56%-377.8pp |
| Employer contribution / active EE | $4,387 | $3,224+36.0% | $4,735-7.4% | $2,148+104.2% |
| Participant deferral / active EE | $7,016 | $5,958+17.8% | $6,709+4.6% | $3,539+98.2% |
| Admin fee / account holder | $399 | $131+205.1% | $10,261-96.1% | $142+180.7% |