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 Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $568,594 |
SAWGRASS ASSET MANAGEMENT4+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $140,749 |
NATIONAL EMPLOYEE BENEFIT ADMIN4+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 | Plan Administrator | $83,500 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $26,592 |
SMITH, GAMBRELL & RUSSELL, LLP4+ years Service code 29 · EIN 58-0967450 | Legal | $13,207 |
BRENTWOOD ASSET ADVISORS1 year Service code 16 · EIN 59-3718394 | Consulting | $6,880 |
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 | $76,014 | $60,396+25.9% | $83,848-9.3% | $75,289+1.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.29% | 3.84%-7.1pp | 850.88%-854.2pp | -0.04%-3.2pp |
| Employer contribution / active EE | $2,960 | $3,343-11.5% | $3,631-18.5% | $2,405+23.1% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $695 | $141+392.1% | $5,478-87.3% | $102+579.4% |