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.8+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $211,178 |
NATIONAL EMPLOYEE BENEFIT ADMIN9+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $78,000 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1120909 | Legal | $51,008 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $34,731 |
SAWGRASS ASSET MANAGEMENT9+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $17,162 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,870 | $92,971-32.4% | $96,683-35.0% | $74,419-15.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 15.12% | 37.49%-22.4pp | 35.69%-20.6pp | 34.38%-19.3pp |
| Employer contribution / active EE | $3,712 | $3,426+8.4% | $3,737-0.7% | $2,637+40.7% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $562 | $633-11.2% | $6,730-91.6% | $348+61.6% |