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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.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $59,201 |
YOUNT, HYDE & BARBOUR, P.C.2 years Service code 10 · EIN 54-1149263 | Accounting | $8,250 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 | Bank Trustee | $3,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $54,774 | $63,764-14.1% | $81,930-33.1% | $79,858-31.4% |
| Participation rate | 30.3% | 67.5%-37.2pp | 72.0%-41.7pp | 69.6%-39.3pp |
| Annual return | 1.30% | 22.66%-21.4pp | 29.49%-28.2pp | 31.71%-30.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $865 | $4,426-80.5% | $5,158-83.2% | $5,306-83.7% |