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.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $35,000 |
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $33,329 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $19,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,072 | $122,239+105.4% | $184,203+36.3% | $74,495+237.0% |
| Participation rate | 95.5% | 85.5%+10.0pp | 86.8%+8.7pp | 67.2%+28.3pp |
| Annual return | 14.26% | 19.95%-5.7pp | 28.81%-14.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $10,423 | $4,537+129.7% | $6,427+62.2% | $2,623+297.4% |
| Participant deferral / active EE | $10,445 | $7,139+46.3% | $9,131+14.4% | $4,346+140.4% |
| Admin fee / account holder | $523 | $1,260-58.5% | $13,901-96.2% | $1,942-73.1% |