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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $169,140 |
Service code 27 7250 WOODMONT AVENUE · BETHESDA, MD 20814 | Advisory (Plan) | $54,718 |
BRAGG FINANCIAL ADVISORS5+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 1031 SOUTH CALDWELL STREET · CHARLOTTE, NC 28203 | Advisory (Plan) | $32,451 |
KINGFISHER CAPITAL LLC5+ years Service code 50 215 QUEENS ROAD · CHARLOTTE, NC 28204 | Direct Payment | $22,537 |
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 | $592,103 | $89,652+560.4% | $141,162+319.5% | $65,185+808.3% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.5%+11.1pp | 70.2%+23.3pp |
| Annual return | 21.82% | 32.79%-11.0pp | 71.39%-49.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $17,123 | $3,065+458.7% | $4,735+261.6% | $2,177+686.7% |
| Participant deferral / active EE | $10,806 | $5,691+89.9% | $6,709+61.1% | $3,514+207.5% |
| Admin fee / account holder | $1,048 | $569+84.4% | $10,261-89.8% | $847+23.8% |