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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,928 |
Service code 27 · EIN 20-1475158 | Advisory (Plan) | $14,491 |
BONADIO & CO., LLP3 years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $9,600 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $7,463 |
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 | $180,862 | $78,422+130.6% | $95,952+88.5% | $79,858+126.5% |
| Participation rate | 81.1% | 73.5%+7.6pp | 77.1%+4.0pp | 69.6%+11.4pp |
| Annual return | 12.34% | 19.37%-7.0pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,133 | $1,945+61.1% | $2,541+23.3% | $2,471+26.8% |
| Participant deferral / active EE | $7,369 | $3,440+114.2% | $4,167+76.8% | $3,740+97.0% |
| Admin fee / account holder | $810 | $5,622-85.6% | $6,795-88.1% | $5,306-84.7% |