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 |
|---|---|---|
BB&T1+ years Filed as: BB AND T Service code 15 · EIN 56-1368984 | Recordkeeping | $52,042 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,500 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,018 |
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 | $114,446 | $82,032+39.5% | $123,104-7.0% | $59,632+91.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.51% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $6,359 | $3,297+92.9% | $5,151+23.4% | $2,203+188.7% |
| Participant deferral / active EE | $6,797 | $4,667+45.7% | $6,230+9.1% | $3,192+113.0% |
| Admin fee / account holder | $496 | $5,881-91.6% | $9,015-94.5% | $4,297-88.4% |