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 | $18,362 |
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,132 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,971 | $43,504-1.2% | $68,793-37.5% | $56,287-23.7% |
| Participation rate | 77.4% | 67.8%+9.5pp | 72.2%+5.1pp | 69.9%+7.5pp |
| Annual return | -5.37% | -3.15%-2.2pp | -4.63%-0.7pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,251 | $1,525-18.0% | $2,625-52.4% | $2,111-40.8% |
| Participant deferral / active EE | $2,255 | $2,509-10.1% | $3,311-31.9% | $3,350-32.7% |
| Admin fee / account holder | $378 | $515-26.7% | $5,131-92.6% | $521-27.5% |