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 26 · EIN 56-1975618 | Advisory (Participants) | $38,557 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $30,357 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 37 · EIN 82-0543156 | Loan Processing | $9,185 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE BROKERAGE SERVICES Service code 26 · EIN 82-0543156 | Advisory (Participants) | $863 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 18 · EIN 11-3665754 | Custodial (other than securities) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,523 | $84,233+211.7% | $170,442+54.0% | $70,131+274.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.99% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $10,650 | $3,387+214.4% | $5,433+96.0% | $2,342+354.7% |
| Participant deferral / active EE | $6,479 | $3,086+110.0% | $4,939+31.2% | $3,332+94.5% |
| Admin fee / account holder | $1,038 | $5,698-81.8% | $13,880-92.5% | $4,645-77.6% |