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 13 · EIN 42-0127290 | Contract Administrator | $109,221 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,225 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,997 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $75,909 | $155,795-51.3% | $136,294-44.3% | $69,631+9.0% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 70.7%+21.9pp |
| Annual return | 20.19% | 232464.33%-232444.1pp | 5155.94%-5135.8pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $2,492 | $2,991-16.7% | $4,695-46.9% | $2,032+22.6% |
| Participant deferral / active EE | $6,132 | $5,394+13.7% | $6,247-1.8% | $3,224+90.2% |
| Admin fee / account holder | $308 | $128+139.9% | $9,243-96.7% | $110+178.6% |