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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $45,508 |
Filed as: DISCIPLINED GROWTH INVESTORS INC Service code 21 · EIN 45-0216631 | Bank Trustee | $39,114 |
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 | $220,023 | $89,739+145.2% | $149,718+47.0% | $62,292+253.2% |
| Participation rate | 94.9% | 85.1%+9.8pp | 87.1%+7.8pp | 69.5%+25.4pp |
| Annual return | 12.08% | 21.01%-8.9pp | 1501.63%-1489.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $8,398 | $3,233+159.8% | $5,445+54.2% | $2,042+311.2% |
| Participant deferral / active EE | $4,870 | $4,797+1.5% | $6,569-25.9% | $3,169+53.7% |
| Admin fee / account holder | $681 | $551+23.6% | $11,283-94.0% | $479+42.2% |