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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,777 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $28,349 |
BLUM SHAPIRO2 years Filed as: BLUM SHAPIRO & CO PC DEPT Service code 27 · EIN 06-1009205 | Advisory (Plan) | $9,300 |
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 | $116,773 | $72,492+61.1% | $87,100+34.1% | $72,985+60.0% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.7pp |
| Annual return | 14.85% | 24.46%-9.6pp | 28.19%-13.3pp | 81.00%-66.2pp |
| Employer contribution / active EE | $2,263 | $1,894+19.5% | $2,521-10.3% | $2,440-7.3% |
| Participant deferral / active EE | $5,133 | $3,270+57.0% | $4,049+26.8% | $3,607+42.3% |
| Admin fee / account holder | $596 | $5,055-88.2% | $7,497-92.0% | $5,124-88.4% |