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 | $37,393 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $27,523 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & CO PC DEPT Service code 27 · EIN 06-1009205 | Advisory (Plan) | $11,136 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO, LLP Service code 27 · EIN 16-1131146 | Advisory (Plan) | $9,000 |
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 | $94,070 | $62,586+50.3% | $76,768+22.5% | $64,186+46.6% |
| Participation rate | 78.9% | 72.8%+6.1pp | 77.0%+2.0pp | 69.6%+9.4pp |
| Annual return | -4.06% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,163 | $1,832+18.1% | $2,485-12.9% | $2,381-9.1% |
| Participant deferral / active EE | $4,942 | $3,145+57.2% | $3,852+28.3% | $3,470+42.4% |
| Admin fee / account holder | $626 | $4,667-86.6% | $6,675-90.6% | $4,888-87.2% |