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 |
|---|---|---|
DISCIPLINED GROWTH INVESTORS2+ years Service code 21 · EIN 41-1901233 | Bank Trustee | $35,200 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,009 |
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 | $202,214 | $74,089+172.9% | $133,980+50.9% | $55,167+266.6% |
| Participation rate | 93.4% | 84.3%+9.1pp | 87.1%+6.4pp | 69.0%+24.4pp |
| Annual return | 17.84% | 12.11%+5.7pp | 29.30%-11.5pp | 169.23%-151.4pp |
| Employer contribution / active EE | $8,642 | $3,064+182.1% | $5,211+65.8% | $1,963+340.4% |
| Participant deferral / active EE | $4,682 | $4,678+0.1% | $6,282-25.5% | $3,054+53.3% |
| Admin fee / account holder | $616 | $458+34.4% | $9,324-93.4% | $504+22.2% |