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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $164,153 |
Service code 27 7250 WOODMONT AVENUE · BETHESDA, MD 20814 | Advisory (Plan) | $39,453 |
BRAGG FINANCIAL ADVISORS4+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 1031 SOUTH CALDWELL STREET · CHARLOTTE, NC 28203 | Advisory (Plan) | $31,730 |
KINGFISHER CAPITAL LLC4+ years Service code 50 215 QUEENS ROAD · CHARLOTTE, NC 28204 | Direct Payment | $21,482 |
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 | $498,138 | $73,102+581.4% | $123,544+303.2% | $56,287+785.0% |
| Participation rate | 97.2% | 74.3%+22.8pp | 82.3%+14.9pp | 69.9%+27.3pp |
| Annual return | -4.35% | 3.01%-7.4pp | 119.20%-123.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $17,340 | $2,977+482.5% | $4,628+274.7% | $2,111+721.4% |
| Participant deferral / active EE | $10,645 | $5,423+96.3% | $6,426+65.7% | $3,350+217.8% |
| Admin fee / account holder | $980 | $554+77.0% | $9,284-89.4% | $521+88.2% |