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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $193,984 |
BRAGG FINANCIAL ADVISORS3+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 1031 SOUTH CALDWELL STREET · CHARLOTTE, NC 28203 | Advisory (Plan) | $31,939 |
Service code 27 7250 WOODMONT AVENUE · BETHESDA, MD 20814 | Advisory (Plan) | $28,451 |
KINGFISHER CAPITAL LLC3+ years Service code 50 215 QUEENS ROAD · CHARLOTTE, NC 28204 | Direct Payment | $19,005 |
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.
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 | $531,667 | $80,753+558.4% | $136,294+290.1% | $62,292+753.5% |
| Participation rate | 94.8% | 73.5%+21.3pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 14.71% | 35.83%-21.1pp | 5155.94%-5141.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $16,414 | $2,884+469.2% | $4,695+249.6% | $2,042+703.7% |
| Participant deferral / active EE | $9,678 | $5,164+87.4% | $6,247+54.9% | $3,169+205.4% |
| Admin fee / account holder | $1,068 | $525+103.2% | $9,243-88.4% | $479+122.8% |