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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,557 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON ST. 11TH FL D · CHARLOTTE, NC 28081 | Advisory (Plan) | $8,605 |
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.)
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 | $33,400 | $52,279-36.1% | $89,391-62.6% | $79,858-58.2% |
| Participation rate | 65.3% | 57.5%+7.7pp | 68.0%-2.7pp | 69.6%-4.4pp |
| Annual return | 16.10% | 22.16%-6.1pp | 245.62%-229.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $963 | $1,572-38.7% | $2,586-62.7% | $2,471-61.0% |
| Participant deferral / active EE | $2,284 | $2,740-16.7% | $3,890-41.3% | $3,740-38.9% |
| Admin fee / account holder | $350 | $3,356-89.6% | $4,881-92.8% | $5,306-93.4% |