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 |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS Service code 27 · EIN 58-2608124 | Advisory (Plan) | $45,042 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,239 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $348,517 | $101,317+244.0% | $146,958+137.2% | $74,495+367.8% |
| Participation rate | 89.0% | 75.5%+13.5pp | 82.2%+6.8pp | 67.2%+21.8pp |
| Annual return | 17.03% | 8730.91%-8713.9pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,760 | $3,810-27.6% | $4,933-44.0% | $2,623+5.2% |
| Participant deferral / active EE | $12,022 | $7,303+64.6% | $8,070+49.0% | $4,346+176.6% |
| Admin fee / account holder | $481 | $1,739-72.3% | $12,998-96.3% | $1,942-75.2% |