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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $187,528 |
BRAGG FINANCIAL ADVISORS2+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 1031 SOUTH CALDWELL STREET · CHARLOTTE, NC 28203 | Advisory (Plan) | $25,712 |
Service code 27 7250 WOODMONT AVENUE · BETHESDA, MD 20814 | Advisory (Plan) | $24,892 |
KINGFISHER CAPITAL LLC2+ years Service code 50 215 QUEENS ROAD · CHARLOTTE, NC 28204 | Direct Payment | $16,501 |
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 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 | $469,158 | $75,183+524.0% | $123,892+278.7% | $55,167+750.4% |
| Participation rate | 93.9% | 72.8%+21.0pp | 81.4%+12.5pp | 69.0%+24.9pp |
| Annual return | 9.83% | 19.01%-9.2pp | 47.52%-37.7pp | 169.23%-159.4pp |
| Employer contribution / active EE | $15,718 | $2,823+456.7% | $4,617+240.4% | $1,963+700.9% |
| Participant deferral / active EE | $9,128 | $5,084+79.5% | $5,984+52.5% | $3,054+198.9% |
| Admin fee / account holder | $692 | $663+4.4% | $8,357-91.7% | $504+37.3% |