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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $7,182 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S. TRYON ST. 11TH FL D 1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $3,506 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $2,245 |
CHERRY BEKAERT LLP4+ years Service code 13 222 CENTRAL PARK AVE. SUITE 1400 · VIRGINIA BEACH, VA 234623032 | Contract Administrator | $1,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,042 | $33,067-27.3% | $76,523-68.6% | $56,287-57.3% |
| Participation rate | 63.2% | 55.4%+7.8pp | 68.0%-4.8pp | 69.9%-6.6pp |
| Annual return | -5.62% | 2.72%-8.3pp | -0.27%-5.4pp | -9.96%+4.3pp |
| Employer contribution / active EE | $505 | $1,200-58.0% | $2,647-80.9% | $2,111-76.1% |
| Participant deferral / active EE | $1,708 | $2,240-23.8% | $3,835-55.5% | $3,350-49.0% |
| Admin fee / account holder | $68 | $537-87.3% | $4,848-98.6% | $521-86.9% |